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 5-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 | $13,769 | $92,985-85.2% | $153,485-91.0% | $80,856-83.0% |
| Participation rate | 86.6% | 69.0%+17.6pp | 77.1%+9.5pp | 67.6%+18.9pp |
| Annual return | 15.97% | 19.95%-4.0pp | 15.65%+0.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,583 | $3,507-26.4% | $5,039-48.7% | $2,755-6.2% |
| Participant deferral / active EE | $5,872 | $5,178+13.4% | $6,757-13.1% | $4,296+36.7% |
| Admin fee / account holder | $1,080 | $8,880-87.8% | $12,724-91.5% | $6,918-84.4% |