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 | $20,974 | $89,652-76.6% | $141,162-85.1% | $65,185-67.8% |
| Participation rate | 79.3% | 74.7%+4.6pp | 82.5%-3.1pp | 70.2%+9.1pp |
| Annual return | 173.64% | 32.79%+140.8pp | 71.39%+102.2pp | 29.38%+144.3pp |
| Employer contribution / active EE | $3,266 | $3,065+6.6% | $4,735-31.0% | $2,177+50.0% |
| Participant deferral / active EE | $6,363 | $5,691+11.8% | $6,709-5.2% | $3,514+81.1% |
| Admin fee / account holder | $901 | $569+58.5% | $10,261-91.2% | $847+6.4% |