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 6-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 | $11,656 | $102,382-88.6% | $147,005-92.1% | $80,874-85.6% |
| Participation rate | 91.7% | 75.8%+15.8pp | 82.2%+9.5pp | 67.6%+24.0pp |
| Annual return | 28.27% | 134.89%-106.6pp | 418.76%-390.5pp | 35.62%-7.3pp |
| Employer contribution / active EE | $2,438 | $3,715-34.4% | $4,934-50.6% | $2,756-11.5% |
| Participant deferral / active EE | $3,523 | $6,646-47.0% | $8,070-56.3% | $4,297-18.0% |
| Admin fee / account holder | $1,845 | $7,942-76.8% | $13,006-85.8% | $6,935-73.4% |