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 | $15,741 | $89,355-82.4% | $141,162-88.8% | $72,985-78.4% |
| Participation rate | 80.3% | 75.1%+5.2pp | 82.5%-2.2pp | 69.5%+10.8pp |
| Annual return | 26.50% | 111.85%-85.3pp | 71.39%-44.9pp | 81.00%-54.5pp |
| Employer contribution / active EE | $1,710 | $3,114-45.1% | $4,735-63.9% | $2,440-29.9% |
| Participant deferral / active EE | $4,836 | $5,418-10.7% | $6,709-27.9% | $3,607+34.1% |
| Admin fee / account holder | $1,336 | $5,958-77.6% | $10,261-87.0% | $5,124-73.9% |