See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,261 | $51,244-80.0% | $80,975-87.3% | $55,167-81.4% |
| Participation rate | 77.9% | 71.7%+6.2pp | 75.8%+2.1pp | 69.0%+8.9pp |
| Annual return | 14.64% | 17.39%-2.8pp | 17.10%-2.5pp | 169.23%-154.6pp |
| Employer contribution / active EE | $322 | $1,770-81.8% | $3,714-91.3% | $1,963-83.6% |
| Participant deferral / active EE | $4,673 | $4,418+5.8% | $5,696-18.0% | $3,054+53.0% |
| Admin fee / account holder | $398 | $3980% | $5,516-92.8% | $504-21.0% |