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 | $39,959 | $148,978-73.2% | $200,582-80.1% | $84,808-52.9% |
| Participation rate | 97.6% | 84.2%+13.4pp | 86.9%+10.8pp | 68.3%+29.3pp |
| Annual return | 16.69% | 28.16%-11.5pp | 42.33%-25.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $5,470 | $4,815+13.6% | $6,419-14.8% | $2,631+107.9% |
| Participant deferral / active EE | $3,342 | $7,142-53.2% | $9,331-64.2% | $4,212-20.6% |
| Admin fee / account holder | $2,441 | $13,977-82.5% | $16,305-85.0% | $7,344-66.8% |