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 7-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 | $29,450 | $71,516-58.8% | $98,439-70.1% | $71,457-58.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 43.65% | 32.41%+11.2pp | 21.16%+22.5pp | 28.85%+14.8pp |
| Employer contribution / active EE | $4,264 | $2,399+77.7% | $3,048+39.9% | $2,588+64.8% |
| Participant deferral / active EE | $8,024 | $4,109+95.3% | $4,738+69.4% | $4,289+87.1% |
| Admin fee / account holder | $2,170 | $1,675+29.6% | $8,948-75.7% | $1,587+36.7% |