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 | $35,763 | $109,359-67.3% | $162,163-77.9% | $72,985-51.0% |
| Participation rate | 76.0% | 84.3%-8.2pp | 87.6%-11.5pp | 69.5%+6.6pp |
| Annual return | 21.78% | 25.46%-3.7pp | 115.59%-93.8pp | 81.00%-59.2pp |
| Employer contribution / active EE | $6,734 | $3,907+72.3% | $5,614+20.0% | $2,440+176.0% |
| Participant deferral / active EE | $2,785 | $5,481-49.2% | $7,298-61.8% | $3,607-22.8% |
| Admin fee / account holder | $6,574 | $7,972-17.5% | $10,843-39.4% | $5,124+28.3% |