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 4-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 | $7,054 | $66,098-89.3% | $101,794-93.1% | $74,304-90.5% |
| Participation rate | 97.1% | 53.8%+43.3pp | 69.2%+27.9pp | 60.3%+36.7pp |
| Annual return | 23.55% | 19.59%+4.0pp | 30.53%-7.0pp | 29.43%-5.9pp |
| Employer contribution / active EE | $1,336 | $1,082+23.6% | $2,289-41.6% | $2,241-40.4% |
| Participant deferral / active EE | $1,933 | $2,781-30.5% | $4,084-52.7% | $3,767-48.7% |
| Admin fee / account holder | $424 | $4,146-89.8% | $8,777-95.2% | $2,969-85.7% |