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 | $16,814 | $102,317-83.6% | $146,958-88.6% | $80,856-79.2% |
| Participation rate | 91.8% | 75.8%+15.9pp | 82.2%+9.6pp | 67.6%+24.1pp |
| Annual return | 34.19% | 134.76%-100.6pp | 418.34%-384.1pp | 35.59%-1.4pp |
| Employer contribution / active EE | $3,113 | $3,713-16.2% | $4,933-36.9% | $2,755+13.0% |
| Participant deferral / active EE | $5,079 | $6,644-23.5% | $8,070-37.1% | $4,296+18.2% |
| Admin fee / account holder | $1,272 | $7,941-84.0% | $12,998-90.2% | $6,918-81.6% |