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 | $37,358 | $96,484-61.3% | $156,263-76.1% | $74,304-49.7% |
| Participation rate | 89.0% | 67.7%+21.3pp | 78.9%+10.1pp | 60.3%+28.7pp |
| Annual return | 37.18% | 17.73%+19.5pp | 59.47%-22.3pp | 29.43%+7.8pp |
| Employer contribution / active EE | $5,357 | $2,528+111.9% | $4,333+23.6% | $2,241+139.0% |
| Participant deferral / active EE | $7,541 | $4,286+75.9% | $6,158+22.5% | $3,767+100.2% |
| Admin fee / account holder | $2,215 | $3,728-40.6% | $14,255-84.5% | $2,969-25.4% |