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 3-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 | $6,266 | $49,915-87.4% | $154,803-96.0% | $74,304-91.6% |
| Participation rate | 77.4% | 54.0%+23.4pp | 78.1%-0.7pp | 60.3%+17.0pp |
| Annual return | 100.43% | 34.06%+66.4pp | 58.88%+41.5pp | 29.43%+71.0pp |
| Employer contribution / active EE | $735 | $1,611-54.4% | $4,305-82.9% | $2,241-67.2% |
| Participant deferral / active EE | $2,040 | $2,255-9.5% | $5,540-63.2% | $3,767-45.9% |
| Admin fee / account holder | $715 | $2,189-67.3% | $14,329-95.0% | $2,969-75.9% |