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 5-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 | $8,085 | $64,119-87.4% | $112,228-92.8% | $66,914-87.9% |
| Participation rate | 75.8% | 68.5%+7.4pp | 75.1%+0.8pp | 69.8%+6.0pp |
| Annual return | -16.29% | -13.81%-2.5pp | 27.45%-43.7pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,912 | $3,005-36.4% | $3,635-47.4% | $2,544-24.8% |
| Participant deferral / active EE | $2,654 | $3,693-28.1% | $4,728-43.9% | $4,237-37.4% |
| Admin fee / account holder | $818 | $625+30.9% | $6,410-87.2% | $593+37.9% |