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 6-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 | $12,316 | $69,763-82.3% | $67,502-81.8% | $74,495-83.5% |
| Participation rate | 88.1% | 71.4%+16.7pp | 72.9%+15.2pp | 67.2%+20.9pp |
| Annual return | 14.76% | -40.34%+55.1pp | 3512.12%-3497.4pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $849 | $2,704-68.6% | $2,731-68.9% | $2,623-67.6% |
| Participant deferral / active EE | $5,139 | $3,636+41.3% | $4,000+28.5% | $4,346+18.2% |
| Admin fee / account holder | $1,824 | $896+103.6% | $3,998-54.4% | $1,942-6.1% |