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 6-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 | $22,758 | $84,487-73.1% | $125,339-81.8% | $66,914-66.0% |
| Participation rate | 93.4% | 76.4%+17.0pp | 82.4%+11.0pp | 69.8%+23.6pp |
| Annual return | -5.35% | -8.39%+3.0pp | 572.05%-577.4pp | 1.58%-6.9pp |
| Employer contribution / active EE | $3,709 | $3,553+4.4% | $4,814-22.9% | $2,544+45.8% |
| Participant deferral / active EE | $5,996 | $6,781-11.6% | $7,446-19.5% | $4,237+41.5% |
| Admin fee / account holder | $317 | $685-53.7% | $10,010-96.8% | $593-46.5% |