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 | $10,790 | $76,000-85.8% | $154,107-93.0% | $64,186-83.2% |
| Participation rate | 89.2% | 70.4%+18.7pp | 83.0%+6.1pp | 69.6%+19.6pp |
| Annual return | -6.75% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,154 | $3,351-65.6% | $5,298-78.2% | $2,381-51.5% |
| Participant deferral / active EE | $1,163 | $3,175-63.4% | $5,081-77.1% | $3,470-66.5% |
| Admin fee / account holder | $887 | $5,596-84.2% | $13,411-93.4% | $4,888-81.9% |