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 5-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 | $40,916 | $130,194-68.6% | $169,993-75.9% | $71,457-42.7% |
| Participation rate | 70.9% | 86.1%-15.2pp | 87.0%-16.1pp | 67.9%+3.0pp |
| Annual return | 40.35% | 20.37%+20.0pp | 53.37%-13.0pp | 28.85%+11.5pp |
| Employer contribution / active EE | $2,548 | $4,381-41.8% | $6,785-62.5% | $2,588-1.5% |
| Participant deferral / active EE | $5,581 | $6,923-19.4% | $10,408-46.4% | $4,289+30.1% |
| Admin fee / account holder | $2,813 | $966+191.4% | $12,815-78.0% | $1,587+77.2% |