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 3-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 | $29,860 | $100,923-70.4% | $150,045-80.1% | $74,304-59.8% |
| Participation rate | 95.4% | 70.1%+25.3pp | 82.3%+13.0pp | 60.3%+35.0pp |
| Annual return | 24.68% | 51.77%-27.1pp | 62.55%-37.9pp | 29.43%-4.7pp |
| Employer contribution / active EE | $3,895 | $3,463+12.5% | $4,693-17.0% | $2,241+73.8% |
| Participant deferral / active EE | $8,178 | $6,709+21.9% | $7,997+2.3% | $3,767+117.1% |
| Admin fee / account holder | $3,146 | $2,767+13.7% | $13,435-76.6% | $2,969+6.0% |