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 | $25,195 | $88,634-71.6% | $101,326-75.1% | $74,304-66.1% |
| Participation rate | 71.0% | 76.9%-5.9pp | 81.5%-10.5pp | 60.3%+10.6pp |
| Annual return | 55.72% | 33.10%+22.6pp | 36.82%+18.9pp | 29.43%+26.3pp |
| Employer contribution / active EE | $2,393 | $2,930-18.3% | $3,665-34.7% | $2,241+6.8% |
| Participant deferral / active EE | $4,117 | $7,322-43.8% | $7,994-48.5% | $3,767+9.3% |
| Admin fee / account holder | $1,018 | $2,425-58.0% | $11,185-90.9% | $2,969-65.7% |