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 | $10,355 | $52,953-80.4% | $172,739-94.0% | $65,185-84.1% |
| Participation rate | 93.2% | 66.2%+27.0pp | 82.6%+10.5pp | 70.2%+23.0pp |
| Annual return | 129.02% | 30.12%+98.9pp | 802.84%-673.8pp | 29.38%+99.6pp |
| Employer contribution / active EE | $1,283 | $2,190-41.4% | $5,143-75.1% | $2,177-41.1% |
| Participant deferral / active EE | $4,658 | $2,471+88.5% | $5,198-10.4% | $3,514+32.6% |
| Admin fee / account holder | $350 | $472-25.8% | $13,954-97.5% | $847-58.6% |