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 | $12,772 | $55,453-77.0% | $170,442-92.5% | $62,292-79.5% |
| Participation rate | 86.8% | 66.4%+20.5pp | 83.6%+3.2pp | 69.5%+17.3pp |
| Annual return | 39.87% | 21.38%+18.5pp | 205.93%-166.1pp | 28.90%+11.0pp |
| Employer contribution / active EE | $1,096 | $2,164-49.3% | $5,433-79.8% | $2,042-46.3% |
| Participant deferral / active EE | $1,988 | $2,303-13.7% | $4,939-59.8% | $3,169-37.3% |
| Admin fee / account holder | $1,718 | $455+277.5% | $13,880-87.6% | $479+258.4% |