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 | $4,641 | $44,960-89.7% | $84,966-94.5% | $74,495-93.8% |
| Participation rate | 94.3% | 49.4%+44.9pp | 67.5%+26.8pp | 67.2%+27.1pp |
| Annual return | 11.45% | 26.24%-14.8pp | 66.38%-54.9pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $1,185 | $1,457-18.7% | $2,727-56.5% | $2,623-54.8% |
| Participant deferral / active EE | $1,548 | $2,731-43.3% | $4,519-65.7% | $4,346-64.4% |
| Admin fee / account holder | $524 | $2,209-76.3% | $6,149-91.5% | $1,942-73.0% |