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 | $10,354 | $47,977-78.4% | $154,107-93.3% | $56,287-81.6% |
| Participation rate | 83.3% | 66.2%+17.2pp | 83.0%+0.3pp | 69.9%+13.5pp |
| Annual return | 13.55% | 3.54%+10.0pp | 735.12%-721.6pp | -9.96%+23.5pp |
| Employer contribution / active EE | $624 | $2,169-71.2% | $5,298-88.2% | $2,111-70.4% |
| Participant deferral / active EE | $1,947 | $2,392-18.6% | $5,081-61.7% | $3,350-41.9% |
| Admin fee / account holder | $679 | $438+54.9% | $13,411-94.9% | $521+30.3% |