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 3-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 | $15,952 | $77,503-79.4% | $100,391-84.1% | $80,856-80.3% |
| Participation rate | 81.4% | 76.9%+4.5pp | 81.5%-0.1pp | 67.6%+13.8pp |
| Annual return | 28.29% | 37.20%-8.9pp | 49.20%-20.9pp | 35.59%-7.3pp |
| Employer contribution / active EE | $1,344 | $2,801-52.0% | $3,942-65.9% | $2,755-51.2% |
| Participant deferral / active EE | $5,601 | $6,820-17.9% | $8,082-30.7% | $4,296+30.4% |
| Admin fee / account holder | $2,835 | $5,897-51.9% | $7,899-64.1% | $6,918-59.0% |