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 4-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 | $19,579 | $93,571-79.1% | $135,903-85.6% | $75,163-74.0% |
| Participation rate | 93.6% | 75.2%+18.4pp | 81.9%+11.7pp | 67.2%+26.4pp |
| Annual return | 83.68% | 30.90%+52.8pp | 68.23%+15.4pp | 160.62%-76.9pp |
| Employer contribution / active EE | $3,901 | $3,537+10.3% | $4,856-19.7% | $2,670+46.1% |
| Participant deferral / active EE | $8,047 | $6,404+25.7% | $7,758+3.7% | $4,125+95.1% |
| Admin fee / account holder | $1,125 | $6,975-83.9% | $10,762-89.6% | $5,651-80.1% |