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 5-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 | $15,176 | $81,460-81.4% | $103,333-85.3% | $80,856-81.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 21.71% | 25.55%-3.8pp | 24.88%-3.2pp | 35.59%-13.9pp |
| Employer contribution / active EE | $3,199 | $3,105+3.0% | $3,868-17.3% | $2,755+16.1% |
| Participant deferral / active EE | $4,725 | $3,869+22.1% | $5,057-6.6% | $4,296+10.0% |
| Admin fee / account holder | $2,390 | $6,566-63.6% | $8,355-71.4% | $6,918-65.5% |