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 | $29,423 | $116,875-74.8% | $141,084-79.1% | $116,875-74.8% |
| Participation rate | 95.7% | 74.5%+21.2pp | 63.5%+32.2pp | 74.5%+21.2pp |
| Annual return | 22.76% | 16.29%+6.5pp | -42.88%+65.6pp | 16.29%+6.5pp |
| Employer contribution / active EE | $1,620 | $3,288-50.7% | $2,224-27.2% | $3,288-50.7% |
| Participant deferral / active EE | $2,321 | $3,885-40.3% | $1,670+39.0% | $3,885-40.3% |
| Admin fee / account holder | $2,728 | $12,263-77.8% | $3,020-9.7% | $12,263-77.8% |