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 | $15,254 | $110,094-86.1% | $151,611-89.9% | $68,494-77.7% |
| Participation rate | 96.8% | 84.0%+12.8pp | 87.5%+9.3pp | 67.9%+28.9pp |
| Annual return | 18.32% | -10.12%+28.4pp | 3.33%+15.0pp | -7.84%+26.2pp |
| Employer contribution / active EE | $3,657 | $4,471-18.2% | $6,166-40.7% | $2,596+40.9% |
| Participant deferral / active EE | $9,472 | $6,527+45.1% | $8,363+13.3% | $4,027+135.2% |
| Admin fee / account holder | $983 | $7,719-87.3% | $11,616-91.5% | $5,403-81.8% |