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 | $13,793 | $62,132-77.8% | $185,823-92.6% | $73,488-81.2% |
| Participation rate | 96.5% | 67.8%+28.6pp | 78.0%+18.4pp | 70.7%+25.8pp |
| Annual return | 60.34% | 20.44%+39.9pp | 35.95%+24.4pp | 28.51%+31.8pp |
| Employer contribution / active EE | $1,422 | $1,681-15.4% | $4,087-65.2% | $2,270-37.3% |
| Participant deferral / active EE | $2,095 | $3,711-43.6% | $5,632-62.8% | $3,740-44.0% |
| Admin fee / account holder | $692 | $419+65.3% | $9,500-92.7% | $513+34.9% |