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 | $21,376 | $66,813-68.0% | $100,516-78.7% | $73,488-70.9% |
| Participation rate | 99.3% | 77.5%+21.8pp | 79.4%+19.9pp | 70.7%+28.6pp |
| Annual return | 213.96% | 25.70%+188.3pp | 30.89%+183.1pp | 28.51%+185.4pp |
| Employer contribution / active EE | $1,131 | $2,147-47.3% | $3,418-66.9% | $2,270-50.2% |
| Participant deferral / active EE | $7,729 | $5,883+31.4% | $6,270+23.3% | $3,740+106.7% |
| Admin fee / account holder | $423 | $512-17.4% | $8,081-94.8% | $513-17.6% |