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 7-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 | $31,519 | $95,453-67.0% | $112,040-71.9% | $82,448-61.8% |
| Participation rate | 94.3% | 72.8%+21.6pp | 76.5%+17.8pp | 68.1%+26.3pp |
| Annual return | 50.75% | 23.92%+26.8pp | 24.52%+26.2pp | 41.64%+9.1pp |
| Employer contribution / active EE | $7,234 | $2,318+212.1% | $2,954+144.9% | $2,551+183.6% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,799 | $9,013-46.8% | $12,098-60.3% | $7,234-33.7% |