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 4-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 | $15,628 | $76,050-79.5% | $96,544-83.8% | $71,457-78.1% |
| Participation rate | 96.3% | 74.4%+21.9pp | 76.0%+20.3pp | 67.9%+28.3pp |
| Annual return | 180.61% | 22.81%+157.8pp | 25.84%+154.8pp | 28.85%+151.8pp |
| Employer contribution / active EE | $3,268 | $2,244+45.6% | $2,965+10.2% | $2,588+26.3% |
| Participant deferral / active EE | $5,936 | $4,215+40.8% | $4,851+22.4% | $4,289+38.4% |
| Admin fee / account holder | $837 | $2,707-69.1% | $8,252-89.9% | $1,587-47.2% |