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 | $82,879-69.6% | $96,576-73.9% | $67,986-62.9% |
| Participation rate | 71.0% | 75.2%-4.2pp | 81.4%-10.5pp | 57.2%+13.8pp |
| Annual return | 55.72% | 36.90%+18.8pp | 38.47%+17.2pp | 31.67%+24.1pp |
| Employer contribution / active EE | $2,393 | $2,727-12.2% | $3,553-32.6% | $2,019+18.6% |
| Participant deferral / active EE | $4,117 | $6,976-41.0% | $7,956-48.3% | $3,358+22.6% |
| Admin fee / account holder | $1,018 | $2,783-63.4% | $11,381-91.1% | $3,203-68.2% |