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 | $29,654 | $86,655-65.8% | $119,609-75.2% | $66,914-55.7% |
| Participation rate | 93.6% | 75.6%+18.0pp | 79.3%+14.3pp | 69.8%+23.8pp |
| Annual return | -14.91% | -8.00%-6.9pp | -14.97%+0.1pp | 1.58%-16.5pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,567 | $4,358+4.8% | $5,602-18.5% | $4,237+7.8% |
| Admin fee / account holder | $2,172 | $755+187.8% | $10,323-79.0% | $593+266.1% |