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 | $13,369 | $66,310-79.8% | $93,606-85.7% | $65,185-79.5% |
| Participation rate | 89.0% | 74.0%+15.0pp | 75.8%+13.1pp | 70.2%+18.8pp |
| Annual return | 24.47% | 42.58%-18.1pp | 32.76%-8.3pp | 29.38%-4.9pp |
| Employer contribution / active EE | $731 | $2,012-63.7% | $2,718-73.1% | $2,177-66.4% |
| Participant deferral / active EE | $3,262 | $3,342-2.4% | $4,069-19.8% | $3,514-7.2% |
| Admin fee / account holder | $328 | $6,897-95.2% | $7,888-95.8% | $847-61.2% |