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 5-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 | $25,966 | $91,407-71.6% | $135,903-80.9% | $71,457-63.7% |
| Participation rate | 98.4% | 75.7%+22.8pp | 81.9%+16.5pp | 67.9%+30.5pp |
| Annual return | 52.26% | 29.90%+22.4pp | 68.23%-16.0pp | 28.85%+23.4pp |
| Employer contribution / active EE | $4,306 | $3,703+16.3% | $4,856-11.3% | $2,588+66.4% |
| Participant deferral / active EE | $9,758 | $7,092+37.6% | $7,758+25.8% | $4,289+127.5% |
| Admin fee / account holder | $951 | $1,266-24.9% | $10,762-91.2% | $1,587-40.1% |