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 5-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 | $40,885 | $128,603-68.2% | $197,124-79.3% | $67,986-39.9% |
| Participation rate | 95.8% | 81.7%+14.1pp | 86.7%+9.1pp | 57.2%+38.6pp |
| Annual return | 101.17% | 23.77%+77.4pp | 44.34%+56.8pp | 31.67%+69.5pp |
| Employer contribution / active EE | $4,376 | $4,379-0.1% | $6,227-29.7% | $2,019+116.8% |
| Participant deferral / active EE | $9,282 | $6,840+35.7% | $9,135+1.6% | $3,358+176.4% |
| Admin fee / account holder | $1,824 | $3,035-39.9% | $16,298-88.8% | $3,203-43.1% |