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 | $29,441 | $100,923-70.8% | $150,045-80.4% | $74,304-60.4% |
| Participation rate | 84.9% | 70.1%+14.8pp | 82.3%+2.6pp | 60.3%+24.6pp |
| Annual return | 42.45% | 51.77%-9.3pp | 62.55%-20.1pp | 29.43%+13.0pp |
| Employer contribution / active EE | $2,415 | $3,463-30.3% | $4,693-48.5% | $2,241+7.8% |
| Participant deferral / active EE | $3,391 | $6,709-49.5% | $7,997-57.6% | $3,767-10.0% |
| Admin fee / account holder | $1,141 | $2,767-58.8% | $13,435-91.5% | $2,969-61.6% |