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 | $81,625-91.0% | $167,512-95.6% | $74,304-90.1% |
| Participation rate | 85.0% | 60.0%+25.0pp | 77.1%+7.9pp | 60.3%+24.7pp |
| Annual return | 19.32% | 26.09%-6.8pp | 1615.79%-1596.5pp | 29.43%-10.1pp |
| Employer contribution / active EE | $858 | $2,010-57.3% | $3,882-77.9% | $2,241-61.7% |
| Participant deferral / active EE | $2,179 | $4,115-47.0% | $6,405-66.0% | $3,767-42.2% |
| Admin fee / account holder | $896 | $3,474-74.2% | $9,769-90.8% | $2,969-69.8% |