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 | $11,510 | $47,944-76.0% | $67,834-83.0% | $62,891-81.7% |
| Participation rate | 93.3% | 61.1%+32.3pp | 68.8%+24.5pp | 69.3%+24.0pp |
| Annual return | 14.56% | 11.77%+2.8pp | 138.47%-123.9pp | 20.14%-5.6pp |
| Employer contribution / active EE | $2,793 | $1,562+78.8% | $2,403+16.2% | $2,281+22.4% |
| Participant deferral / active EE | $4,046 | $2,247+80.1% | $3,160+28.0% | $3,203+26.3% |
| Admin fee / account holder | $358 | $3,712-90.3% | $4,622-92.3% | $4,296-91.7% |