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 | $16,752 | $82,664-79.7% | $125,339-86.6% | $68,494-75.5% |
| Participation rate | 93.9% | 75.0%+18.8pp | 82.4%+11.5pp | 67.9%+26.0pp |
| Annual return | -10.45% | -5.97%-4.5pp | 572.05%-582.5pp | -7.84%-2.6pp |
| Employer contribution / active EE | $2,921 | $3,381-13.6% | $4,814-39.3% | $2,596+12.5% |
| Participant deferral / active EE | $5,139 | $6,110-15.9% | $7,446-31.0% | $4,027+27.6% |
| Admin fee / account holder | $1,383 | $6,275-78.0% | $10,010-86.2% | $5,403-74.4% |