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 8-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 | $9,797 | $66,310-85.2% | $93,606-89.5% | $65,185-85.0% |
| Participation rate | 94.7% | 74.0%+20.7pp | 75.8%+18.9pp | 70.2%+24.5pp |
| Annual return | 19.91% | 42.58%-22.7pp | 32.76%-12.8pp | 29.38%-9.5pp |
| Employer contribution / active EE | $1,339 | $2,012-33.4% | $2,718-50.7% | $2,177-38.5% |
| Participant deferral / active EE | $2,265 | $3,342-32.2% | $4,069-44.3% | $3,514-35.5% |
| Admin fee / account holder | $877 | $6,897-87.3% | $7,888-88.9% | $847+3.6% |