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 | $18,433 | $89,652-79.4% | $141,162-86.9% | $65,185-71.7% |
| Participation rate | 92.5% | 74.7%+17.8pp | 82.5%+10.0pp | 70.2%+22.3pp |
| Annual return | 80.08% | 32.79%+47.3pp | 71.39%+8.7pp | 29.38%+50.7pp |
| Employer contribution / active EE | $2,972 | $3,065-3.0% | $4,735-37.2% | $2,177+36.6% |
| Participant deferral / active EE | $6,144 | $5,691+8.0% | $6,709-8.4% | $3,514+74.9% |
| Admin fee / account holder | $470 | $569-17.4% | $10,261-95.4% | $847-44.5% |