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 3-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 | $28,573 | $148,978-80.8% | $200,582-85.8% | $84,808-66.3% |
| Participation rate | 94.6% | 84.2%+10.4pp | 86.9%+7.7pp | 68.3%+26.3pp |
| Annual return | 31.00% | 28.16%+2.8pp | 42.33%-11.3pp | 40.90%-9.9pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,676 | $7,142+35.5% | $9,331+3.7% | $4,212+129.7% |
| Admin fee / account holder | $3,361 | $13,977-76.0% | $16,305-79.4% | $7,344-54.2% |