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 | $42,578 | $122,239-65.2% | $184,200-76.9% | $74,546-42.9% |
| Participation rate | 72.4% | 85.5%-13.1pp | 86.8%-14.5pp | 67.2%+5.2pp |
| Annual return | 14.83% | 19.95%-5.1pp | 28.80%-14.0pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $1,881 | $4,537-58.5% | $6,424-70.7% | $2,624-28.3% |
| Participant deferral / active EE | $4,995 | $7,139-30.0% | $9,132-45.3% | $4,347+14.9% |
| Admin fee / account holder | $1,944 | $1,260+54.3% | $13,907-86.0% | $1,9440% |