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 4-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 | $16,981 | $106,749-84.1% | $145,433-88.3% | $82,448-79.4% |
| Participation rate | 95.1% | 75.6%+19.5pp | 82.1%+13.0pp | 68.1%+27.1pp |
| Annual return | 56.20% | 27.59%+28.6pp | 66.58%-10.4pp | 41.64%+14.6pp |
| Employer contribution / active EE | $1,142 | $3,444-66.9% | $4,554-74.9% | $2,551-55.2% |
| Participant deferral / active EE | $6,436 | $6,519-1.3% | $7,897-18.5% | $4,139+55.5% |
| Admin fee / account holder | $795 | $8,390-90.5% | $13,129-93.9% | $7,234-89.0% |