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 | $11,692 | $79,694-85.3% | $96,139-87.8% | $79,386-85.3% |
| Participation rate | 70.1% | 54.0%+16.1pp | 68.4%+1.6pp | 70.7%-0.6pp |
| Annual return | 15.18% | 40.84%-25.7pp | 191.94%-176.8pp | 116.85%-101.7pp |
| Employer contribution / active EE | $378 | $1,443-73.8% | $2,797-86.5% | $2,427-84.4% |
| Participant deferral / active EE | $1,197 | $2,539-52.8% | $4,349-72.5% | $4,046-70.4% |
| Admin fee / account holder | $805 | $630+27.7% | $5,537-85.5% | $626+28.5% |