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 | $9,310 | $63,114-85.2% | $92,893-90.0% | $65,185-85.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 22.50% | 28.75%-6.3pp | 109.41%-86.9pp | 29.38%-6.9pp |
| Employer contribution / active EE | $837 | $2,571-67.4% | $3,653-77.1% | $2,177-61.6% |
| Participant deferral / active EE | $1,361 | $3,108-56.2% | $4,236-67.9% | $3,514-61.3% |
| Admin fee / account holder | $508 | $624-18.6% | $5,794-91.2% | $847-40.0% |