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 | $21,046 | $91,538-77.0% | $129,995-83.8% | $75,163-72.0% |
| Participation rate | 98.8% | 71.4%+27.4pp | 78.5%+20.3pp | 67.2%+31.6pp |
| Annual return | 29.45% | -631.11%+660.6pp | -137.18%+166.6pp | 160.62%-131.2pp |
| Employer contribution / active EE | $3,703 | $2,845+30.1% | $4,320-14.3% | $2,670+38.7% |
| Participant deferral / active EE | $8,278 | $4,341+90.7% | $5,820+42.2% | $4,125+100.7% |
| Admin fee / account holder | $1,909 | $6,790-71.9% | $10,614-82.0% | $5,651-66.2% |