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 9-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 | $7,365 | $74,661-90.1% | $160,784-95.4% | $67,986-89.2% |
| Participation rate | 85.0% | 57.1%+27.9pp | 77.0%+8.0pp | 57.2%+27.8pp |
| Annual return | 19.32% | 28.83%-9.5pp | 1803.92%-1784.6pp | 31.67%-12.3pp |
| Employer contribution / active EE | $858 | $1,829-53.1% | $3,733-77.0% | $2,019-57.5% |
| Participant deferral / active EE | $2,179 | $3,681-40.8% | $6,293-65.4% | $3,358-35.1% |
| Admin fee / account holder | $896 | $3,959-77.4% | $9,717-90.8% | $3,203-72.0% |