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 | $15,618 | $56,423-72.3% | $77,163-79.8% | $71,457-78.1% |
| Participation rate | 91.8% | 64.3%+27.5pp | 69.6%+22.2pp | 67.9%+23.9pp |
| Annual return | 16.75% | 19.05%-2.3pp | 37.87%-21.1pp | 28.85%-12.1pp |
| Employer contribution / active EE | $875 | $1,866-53.1% | $2,535-65.5% | $2,588-66.2% |
| Participant deferral / active EE | $1,671 | $3,142-46.8% | $3,833-56.4% | $4,289-61.0% |
| Admin fee / account holder | $4,143 | $1,429+189.9% | $5,472-24.3% | $1,587+161.0% |