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 | $11,099 | $61,272-81.9% | $149,673-92.6% | $71,457-84.5% |
| Participation rate | 82.8% | 62.5%+20.3pp | 78.8%+4.1pp | 67.9%+14.9pp |
| Annual return | 29.84% | 35.85%-6.0pp | 134.42%-104.6pp | 28.85%+1.0pp |
| Employer contribution / active EE | $983 | $2,378-58.7% | $4,818-79.6% | $2,588-62.0% |
| Participant deferral / active EE | $1,440 | $2,917-50.6% | $5,680-74.6% | $4,289-66.4% |
| Admin fee / account holder | $327 | $1,261-74.1% | $13,210-97.5% | $1,587-79.4% |