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 | $29,381 | $86,655-66.1% | $119,609-75.4% | $66,914-56.1% |
| Participation rate | 91.6% | 75.6%+16.0pp | 79.3%+12.3pp | 69.8%+21.8pp |
| Annual return | -17.50% | -8.00%-9.5pp | -14.97%-2.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $2,485 | $2,536-2.0% | $4,232-41.3% | $2,544-2.3% |
| Participant deferral / active EE | $2,339 | $4,358-46.3% | $5,602-58.2% | $4,237-44.8% |
| Admin fee / account holder | $1,321 | $755+75.0% | $10,323-87.2% | $593+122.6% |