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 | $14,472 | $72,388-80.0% | $111,392-87.0% | $64,186-77.5% |
| Participation rate | 86.8% | 70.5%+16.3pp | 78.9%+7.9pp | 69.6%+17.2pp |
| Annual return | 0.81% | -1.50%+2.3pp | -2.06%+2.9pp | 7.63%-6.8pp |
| Employer contribution / active EE | $999 | $3,000-66.7% | $4,328-76.9% | $2,381-58.0% |
| Participant deferral / active EE | $2,939 | $4,241-30.7% | $5,567-47.2% | $3,470-15.3% |
| Admin fee / account holder | $660 | $5,719-88.5% | $12,266-94.6% | $4,888-86.5% |