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 | $29,752 | $82,978-64.1% | $129,995-77.1% | $71,457-58.4% |
| Participation rate | 95.0% | 74.1%+20.9pp | 78.5%+16.5pp | 67.9%+27.1pp |
| Annual return | 67.49% | 20.60%+46.9pp | -137.18%+204.7pp | 28.85%+38.6pp |
| Employer contribution / active EE | $1,454 | $2,622-44.5% | $4,320-66.3% | $2,588-43.8% |
| Participant deferral / active EE | $4,351 | $4,432-1.8% | $5,820-25.2% | $4,289+1.4% |
| Admin fee / account holder | $8,745 | $1,729+405.8% | $10,614-17.6% | $1,587+451.0% |