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 | $29,412 | $101,317-71.0% | $146,958-80.0% | $74,495-60.5% |
| Participation rate | 97.7% | 75.5%+22.2pp | 82.2%+15.6pp | 67.2%+30.5pp |
| Annual return | 40.84% | 8730.91%-8690.1pp | 418.34%-377.5pp | 1364.94%-1324.1pp |
| Employer contribution / active EE | $5,352 | $3,810+40.5% | $4,933+8.5% | $2,623+104.0% |
| Participant deferral / active EE | $10,437 | $7,303+42.9% | $8,070+29.3% | $4,346+140.2% |
| Admin fee / account holder | $4,163 | $1,739+139.4% | $12,998-68.0% | $1,942+114.4% |