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 6-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 | $17,228 | $106,749-83.9% | $145,433-88.2% | $82,448-79.1% |
| Participation rate | 98.9% | 75.6%+23.2pp | 82.1%+16.8pp | 68.1%+30.8pp |
| Annual return | 20.05% | 27.59%-7.5pp | 66.58%-46.5pp | 41.64%-21.6pp |
| Employer contribution / active EE | $2,805 | $3,444-18.6% | $4,554-38.4% | $2,551+10.0% |
| Participant deferral / active EE | $4,285 | $6,519-34.3% | $7,897-45.7% | $4,139+3.5% |
| Admin fee / account holder | $3,198 | $8,390-61.9% | $13,129-75.6% | $7,234-55.8% |