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 | $8,786 | $81,233-89.2% | $155,567-94.4% | $80,874-89.1% |
| Participation rate | 98.8% | 66.2%+32.6pp | 78.2%+20.6pp | 67.6%+31.1pp |
| Annual return | 26.17% | 33.33%-7.2pp | 64.74%-38.6pp | 35.62%-9.4pp |
| Employer contribution / active EE | $2,360 | $3,101-23.9% | $4,674-49.5% | $2,756-14.4% |
| Participant deferral / active EE | $4,517 | $3,452+30.9% | $5,628-19.7% | $4,297+5.1% |
| Admin fee / account holder | $372 | $7,998-95.3% | $15,916-97.7% | $6,935-94.6% |