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 | $28,898 | $79,013-63.4% | $100,391-71.2% | $74,495-61.2% |
| Participation rate | 83.6% | 79.5%+4.1pp | 81.5%+2.1pp | 67.2%+16.4pp |
| Annual return | 47.96% | 20.41%+27.6pp | 49.20%-1.2pp | 1364.94%-1317.0pp |
| Employer contribution / active EE | $3,514 | $3,021+16.3% | $3,942-10.8% | $2,623+34.0% |
| Participant deferral / active EE | $6,171 | $7,760-20.5% | $8,082-23.6% | $4,346+42.0% |
| Admin fee / account holder | $766 | $1,320-42.0% | $7,899-90.3% | $1,942-60.6% |