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 6-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 | $14,743 | $68,346-78.4% | $94,646-84.4% | $75,163-80.4% |
| Participation rate | 82.5% | 76.1%+6.4pp | 80.8%+1.6pp | 67.2%+15.3pp |
| Annual return | 24.45% | 616.93%-592.5pp | 156.71%-132.3pp | 160.62%-136.2pp |
| Employer contribution / active EE | $1,339 | $2,701-50.4% | $3,672-63.5% | $2,670-49.9% |
| Participant deferral / active EE | $4,997 | $6,537-23.6% | $7,418-32.6% | $4,125+21.1% |
| Admin fee / account holder | $1,639 | $5,326-69.2% | $7,231-77.3% | $5,651-71.0% |