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 | $22,165 | $83,477-73.4% | $125,175-82.3% | $72,985-69.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 21.29% | 25.78%-4.5pp | 43.79%-22.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,917 | $2,345-18.2% | $3,865-50.4% | $2,440-21.4% |
| Participant deferral / active EE | $3,296 | $3,585-8.1% | $4,937-33.2% | $3,607-8.6% |
| Admin fee / account holder | $1,295 | $5,517-76.5% | $9,702-86.7% | $5,124-74.7% |