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 | $6,640 | $56,629-88.3% | $77,999-91.5% | $55,167-88.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 11.87% | 2866.98%-2855.1pp | 425.96%-414.1pp | 169.23%-157.4pp |
| Employer contribution / active EE | $1,531 | $1,723-11.1% | $2,470-38.0% | $1,963-22.0% |
| Participant deferral / active EE | $2,348 | $2,777-15.4% | $3,497-32.8% | $3,054-23.1% |
| Admin fee / account holder | $828 | $467+77.5% | $5,480-84.9% | $504+64.3% |