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 3-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 | $4,150 | $48,750-91.5% | $88,946-95.3% | $74,304-94.4% |
| Participation rate | 94.7% | 44.5%+50.2pp | 68.8%+25.8pp | 60.3%+34.3pp |
| Annual return | 26.53% | 25.91%+0.6pp | 57.82%-31.3pp | 29.43%-2.9pp |
| Employer contribution / active EE | $701 | $1,255-44.1% | $2,555-72.5% | $2,241-68.7% |
| Participant deferral / active EE | $1,286 | $2,423-46.9% | $4,581-71.9% | $3,767-65.9% |
| Admin fee / account holder | $305 | $3,756-91.9% | $8,261-96.3% | $2,969-89.7% |