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 7-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 | $15,849 | $82,664-80.8% | $125,339-87.4% | $68,494-76.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -3.57% | -5.97%+2.4pp | 572.05%-575.6pp | -7.84%+4.3pp |
| Employer contribution / active EE | $5,112 | $3,381+51.2% | $4,814+6.2% | $2,596+96.9% |
| Participant deferral / active EE | $17,300 | $6,110+183.1% | $7,446+132.3% | $4,027+329.6% |
| Admin fee / account holder | $2,678 | $6,275-57.3% | $10,010-73.2% | $5,403-50.4% |