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 | $14,199 | $100,041-85.8% | $149,718-90.5% | $70,131-79.8% |
| Participation rate | 91.5% | 83.6%+7.9pp | 87.1%+4.4pp | 69.5%+21.9pp |
| Annual return | 55.86% | 27.43%+28.4pp | 1501.63%-1445.8pp | 73.14%-17.3pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,922 | $4,983-1.2% | $6,569-25.1% | $3,332+47.7% |
| Admin fee / account holder | $1,160 | $8,286-86.0% | $11,283-89.7% | $4,645-75.0% |