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 10-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 | $8,483 | $43,423-80.5% | $78,689-89.2% | $55,167-84.6% |
| Participation rate | 95.1% | 68.0%+27.1pp | 73.6%+21.5pp | 69.0%+26.1pp |
| Annual return | 7.94% | 11.53%-3.6pp | 62.18%-54.2pp | 169.23%-161.3pp |
| Employer contribution / active EE | $312 | $1,997-84.4% | $2,851-89.0% | $1,963-84.1% |
| Participant deferral / active EE | $1,250 | $2,509-50.2% | $3,517-64.5% | $3,054-59.1% |
| Admin fee / account holder | $506 | $416+21.5% | $4,510-88.8% | $504+0.4% |