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 | $11,551 | $76,000-84.8% | $154,107-92.5% | $64,186-82.0% |
| Participation rate | 81.0% | 70.4%+10.5pp | 83.0%-2.1pp | 69.6%+11.4pp |
| Annual return | -7.97% | 30.32%-38.3pp | 735.12%-743.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $414 | $3,351-87.6% | $5,298-92.2% | $2,381-82.6% |
| Participant deferral / active EE | $3,409 | $3,175+7.4% | $5,081-32.9% | $3,470-1.7% |
| Admin fee / account holder | $871 | $5,596-84.4% | $13,411-93.5% | $4,888-82.2% |