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 | $29,729 | $86,929-65.8% | $102,423-71.0% | $80,856-63.2% |
| Participation rate | 91.4% | 72.4%+19.0pp | 76.5%+14.9pp | 67.6%+23.8pp |
| Annual return | 11.78% | 18.88%-7.1pp | 29.32%-17.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,894 | $2,369-20.1% | $3,023-37.4% | $2,755-31.3% |
| Participant deferral / active EE | $4,069 | $4,118-1.2% | $5,053-19.5% | $4,296-5.3% |
| Admin fee / account holder | $1,571 | $8,049-80.5% | $9,451-83.4% | $6,918-77.3% |