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 | $7,104 | $48,230-85.3% | $67,502-89.5% | $80,856-91.2% |
| Participation rate | 97.5% | 66.4%+31.1pp | 72.9%+24.6pp | 67.6%+29.8pp |
| Annual return | 16.94% | 18.28%-1.3pp | 3512.12%-3495.2pp | 35.59%-18.7pp |
| Employer contribution / active EE | $858 | $2,020-57.5% | $2,731-68.6% | $2,755-68.9% |
| Participant deferral / active EE | $1,439 | $2,924-50.8% | $4,000-64.0% | $4,296-66.5% |
| Admin fee / account holder | $320 | $3,681-91.3% | $3,998-92.0% | $6,918-95.4% |