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 | $1,963 | $56,053-96.5% | $75,972-97.4% | $80,856-97.6% |
| Participation rate | 75.0% | 62.0%+13.0pp | 69.1%+5.9pp | 67.6%+7.4pp |
| Annual return | 13.05% | 20.53%-7.5pp | 359.55%-346.5pp | 35.59%-22.5pp |
| Employer contribution / active EE | $967 | $1,874-48.4% | $2,685-64.0% | $2,755-64.9% |
| Participant deferral / active EE | $1,339 | $3,052-56.1% | $4,255-68.5% | $4,296-68.8% |
| Admin fee / account holder | $750 | $5,234-85.7% | $6,467-88.4% | $6,918-89.2% |