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 | $29,577 | $79,171-62.6% | $102,423-71.1% | $74,495-60.3% |
| Participation rate | 91.9% | 74.8%+17.1pp | 76.5%+15.4pp | 67.2%+24.7pp |
| Annual return | 18.89% | 54.93%-36.0pp | 29.32%-10.4pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $3,311 | $2,362+40.2% | $3,023+9.5% | $2,623+26.2% |
| Participant deferral / active EE | $5,272 | $4,415+19.4% | $5,053+4.3% | $4,346+21.3% |
| Admin fee / account holder | $2,671 | $2,001+33.5% | $9,451-71.7% | $1,942+37.6% |