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 | $11,790 | $100,923-88.3% | $150,045-92.1% | $74,304-84.1% |
| Participation rate | 91.0% | 70.1%+20.9pp | 82.3%+8.7pp | 60.3%+30.7pp |
| Annual return | 224.47% | 51.77%+172.7pp | 62.55%+161.9pp | 29.43%+195.0pp |
| Employer contribution / active EE | $2,947 | $3,463-14.9% | $4,693-37.2% | $2,241+31.5% |
| Participant deferral / active EE | $3,255 | $6,709-51.5% | $7,997-59.3% | $3,767-13.6% |
| Admin fee / account holder | $651 | $2,767-76.5% | $13,435-95.2% | $2,969-78.1% |