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 | $91,760-59.3% | $156,181-76.1% | $67,986-45.1% |
| Participation rate | 89.0% | 65.0%+24.0pp | 78.8%+10.2pp | 57.2%+31.8pp |
| Annual return | 37.18% | 18.14%+19.0pp | 64.87%-27.7pp | 31.67%+5.5pp |
| Employer contribution / active EE | $5,357 | $2,419+121.4% | $4,294+24.8% | $2,019+165.4% |
| Participant deferral / active EE | $7,541 | $3,960+90.4% | $6,132+23.0% | $3,358+124.6% |
| Admin fee / account holder | $2,215 | $3,949-43.9% | $14,586-84.8% | $3,203-30.9% |