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 | $34,189 | $113,016-69.7% | $103,476-67.0% | $74,495-54.1% |
| Participation rate | 97.4% | 80.8%+16.6pp | 80.5%+16.9pp | 67.2%+30.2pp |
| Annual return | 20.59% | 23.24%-2.7pp | 23.90%-3.3pp | 1364.94%-1344.4pp |
| Employer contribution / active EE | $6,778 | $4,881+38.9% | $4,672+45.1% | $2,623+158.4% |
| Participant deferral / active EE | $13,059 | $7,279+79.4% | $6,623+97.2% | $4,346+200.5% |
| Admin fee / account holder | $1,496 | $1,709-12.5% | $9,413-84.1% | $1,942-23.0% |