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 | $109,881-84.5% | $150,045-88.7% | $84,808-80.0% |
| Participation rate | 95.1% | 76.1%+19.0pp | 82.3%+12.8pp | 68.3%+26.8pp |
| Annual return | 56.20% | 28.25%+28.0pp | 62.55%-6.4pp | 40.90%+15.3pp |
| Employer contribution / active EE | $1,142 | $3,561-67.9% | $4,693-75.7% | $2,631-56.6% |
| Participant deferral / active EE | $6,436 | $6,636-3.0% | $7,997-19.5% | $4,212+52.8% |
| Admin fee / account holder | $795 | $8,568-90.7% | $13,435-94.1% | $7,344-89.2% |