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 3-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 | $15,322 | $92,971-83.5% | $96,683-84.2% | $74,419-79.4% |
| Participation rate | 78.7% | 71.5%+7.1pp | 74.3%+4.3pp | 70.7%+7.9pp |
| Annual return | 11406.79% | 37.49%+11369.3pp | 35.69%+11371.1pp | 34.38%+11372.4pp |
| Employer contribution / active EE | $0 | $3,426-100.0% | $3,737-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,922 | $3,970-26.4% | $4,878-40.1% | $4,528-35.5% |
| Admin fee / account holder | $1,188 | $633+87.6% | $6,730-82.4% | $348+241.4% |