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 | $3,483 | $72,607-95.2% | $90,749-96.2% | $66,914-94.8% |
| Participation rate | 98.2% | 73.7%+24.5pp | 75.7%+22.5pp | 69.8%+28.4pp |
| Annual return | 195.80% | -12.28%+208.1pp | -12.16%+208.0pp | 1.58%+194.2pp |
| Employer contribution / active EE | $1,266 | $2,369-46.6% | $2,921-56.7% | $2,544-50.3% |
| Participant deferral / active EE | $1,839 | $3,977-53.8% | $4,564-59.7% | $4,237-56.6% |
| Admin fee / account holder | $1,057 | $707+49.5% | $8,445-87.5% | $593+78.2% |