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 | $3,682 | $96,128-96.2% | $136,007-97.3% | $80,856-95.4% |
| Participation rate | 93.2% | 71.2%+22.0pp | 76.5%+16.8pp | 67.6%+25.6pp |
| Annual return | 102.28% | 28.71%+73.6pp | 579.32%-477.0pp | 35.59%+66.7pp |
| Employer contribution / active EE | $1,814 | $3,351-45.9% | $4,217-57.0% | $2,755-34.1% |
| Participant deferral / active EE | $2,278 | $5,709-60.1% | $7,025-67.6% | $4,296-47.0% |
| Admin fee / account holder | $586 | $8,236-92.9% | $6,858-91.5% | $6,918-91.5% |