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 | $10,115 | $80,673-87.5% | $101,326-90.0% | $84,808-88.1% |
| Participation rate | 95.8% | 77.8%+18.0pp | 81.5%+14.3pp | 68.3%+27.5pp |
| Annual return | 23.16% | 38.95%-15.8pp | 36.82%-13.7pp | 40.90%-17.7pp |
| Employer contribution / active EE | $736 | $2,698-72.7% | $3,665-79.9% | $2,631-72.0% |
| Participant deferral / active EE | $3,124 | $6,840-54.3% | $7,994-60.9% | $4,212-25.8% |
| Admin fee / account holder | $896 | $12,784-93.0% | $11,185-92.0% | $7,344-87.8% |