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 | $17,709 | $82,664-78.6% | $125,339-85.9% | $68,494-74.1% |
| Participation rate | 85.0% | 75.0%+10.0pp | 82.4%+2.6pp | 67.9%+17.1pp |
| Annual return | 0.16% | -5.97%+6.1pp | 572.05%-571.9pp | -7.84%+8.0pp |
| Employer contribution / active EE | $3,215 | $3,381-4.9% | $4,814-33.2% | $2,596+23.8% |
| Participant deferral / active EE | $7,541 | $6,110+23.4% | $7,446+1.3% | $4,027+87.3% |
| Admin fee / account holder | $1,259 | $6,275-79.9% | $10,010-87.4% | $5,403-76.7% |