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 | $18,784 | $73,933-74.6% | $96,683-80.6% | $75,163-75.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 17.26% | 26.70%-9.4pp | 35.69%-18.4pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,425 | $2,928-17.2% | $3,737-35.1% | $2,670-9.2% |
| Participant deferral / active EE | $4,081 | $3,659+11.5% | $4,878-16.3% | $4,125-1.1% |
| Admin fee / account holder | $1,863 | $5,216-64.3% | $6,730-72.3% | $5,651-67.0% |