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 8-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 | $25,763 | $104,475-75.3% | $159,436-83.8% | $79,386-67.5% |
| Participation rate | 96.8% | 76.6%+20.2pp | 82.8%+14.0pp | 70.7%+26.1pp |
| Annual return | 81.06% | 67.95%+13.1pp | 263.57%-182.5pp | 116.85%-35.8pp |
| Employer contribution / active EE | $5,351 | $3,417+56.6% | $4,829+10.8% | $2,427+120.5% |
| Participant deferral / active EE | $7,425 | $6,467+14.8% | $7,352+1.0% | $4,046+83.5% |
| Admin fee / account holder | $1,959 | $711+175.5% | $10,799-81.9% | $626+212.7% |