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 | $9,205 | $102,317-91.0% | $146,958-93.7% | $80,856-88.6% |
| Participation rate | 96.1% | 75.8%+20.2pp | 82.2%+13.9pp | 67.6%+28.4pp |
| Annual return | 37.97% | 134.76%-96.8pp | 418.34%-380.4pp | 35.59%+2.4pp |
| Employer contribution / active EE | $2,806 | $3,713-24.4% | $4,933-43.1% | $2,755+1.9% |
| Participant deferral / active EE | $3,895 | $6,644-41.4% | $8,070-51.7% | $4,296-9.3% |
| Admin fee / account holder | $963 | $7,941-87.9% | $12,998-92.6% | $6,918-86.1% |