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 | $22,343 | $73,004-69.4% | $90,749-75.4% | $68,494-67.4% |
| Participation rate | 86.1% | 70.8%+15.2pp | 75.7%+10.4pp | 67.9%+18.2pp |
| Annual return | -14.17% | -13.81%-0.4pp | -12.16%-2.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,282 | $2,193-41.5% | $2,921-56.1% | $2,596-50.6% |
| Participant deferral / active EE | $2,005 | $3,627-44.7% | $4,564-56.1% | $4,027-50.2% |
| Admin fee / account holder | $1,145 | $5,896-80.6% | $8,445-86.4% | $5,403-78.8% |