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 | $132,049-69.0% | $200,582-79.6% | $74,304-45.0% |
| Participation rate | 95.8% | 84.1%+11.7pp | 86.9%+8.9pp | 60.3%+35.4pp |
| Annual return | 101.17% | 22.22%+79.0pp | 42.33%+58.8pp | 29.43%+71.7pp |
| Employer contribution / active EE | $4,376 | $4,558-4.0% | $6,419-31.8% | $2,241+95.3% |
| Participant deferral / active EE | $9,282 | $7,213+28.7% | $9,331-0.5% | $3,767+146.4% |
| Admin fee / account holder | $1,824 | $2,405-24.2% | $16,305-88.8% | $2,969-38.6% |