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 | $6,214 | $54,726-88.6% | $68,793-91.0% | $64,186-90.3% |
| Participation rate | 99.0% | 68.0%+31.0pp | 72.2%+26.8pp | 69.6%+29.4pp |
| Annual return | -4.67% | -1.62%-3.0pp | -4.63%0pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,068 | $1,846-42.1% | $2,625-59.3% | $2,381-55.1% |
| Participant deferral / active EE | $1,673 | $2,626-36.3% | $3,311-49.5% | $3,470-51.8% |
| Admin fee / account holder | $722 | $4,027-82.1% | $5,131-85.9% | $4,888-85.2% |