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 | $29,499 | $95,803-69.2% | $113,168-73.9% | $84,808-65.2% |
| Participation rate | 97.5% | 72.9%+24.6pp | 76.6%+20.9pp | 68.3%+29.2pp |
| Annual return | 121.98% | 25.00%+97.0pp | 24.27%+97.7pp | 40.90%+81.1pp |
| Employer contribution / active EE | $2,168 | $2,360-8.1% | $2,975-27.1% | $2,631-17.6% |
| Participant deferral / active EE | $3,130 | $4,242-26.2% | $5,107-38.7% | $4,212-25.7% |
| Admin fee / account holder | $1,331 | $8,989-85.2% | $12,068-89.0% | $7,344-81.9% |