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 4-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 | $6,671 | $91,538-92.7% | $129,995-94.9% | $75,163-91.1% |
| Participation rate | 80.9% | 71.4%+9.5pp | 78.5%+2.4pp | 67.2%+13.7pp |
| Annual return | 24.78% | -631.11%+655.9pp | -137.18%+162.0pp | 160.62%-135.8pp |
| Employer contribution / active EE | $1,175 | $2,845-58.7% | $4,320-72.8% | $2,670-56.0% |
| Participant deferral / active EE | $2,175 | $4,341-49.9% | $5,820-62.6% | $4,125-47.3% |
| Admin fee / account holder | $428 | $6,790-93.7% | $10,614-96.0% | $5,651-92.4% |