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 9-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 | $8,191 | $31,388-73.9% | $73,545-88.9% | $62,292-86.9% |
| Participation rate | 86.4% | 39.9%+46.6pp | 54.9%+31.5pp | 69.5%+16.9pp |
| Annual return | 58.44% | 25.34%+33.1pp | -15.16%+73.6pp | 28.90%+29.5pp |
| Employer contribution / active EE | $1,757 | $498+252.8% | $1,219+44.1% | $2,042-14.0% |
| Participant deferral / active EE | $4,764 | $1,028+363.2% | $1,806+163.8% | $3,169+50.3% |
| Admin fee / account holder | $653 | $299+118.2% | $2,320-71.8% | $479+36.3% |