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 | $16,069 | $138,385-88.4% | $184,200-91.3% | $80,874-80.1% |
| Participation rate | 89.8% | 83.9%+5.9pp | 86.8%+3.0pp | 67.6%+22.1pp |
| Annual return | 16.98% | 20.02%-3.0pp | 28.80%-11.8pp | 35.62%-18.6pp |
| Employer contribution / active EE | $4,068 | $4,849-16.1% | $6,424-36.7% | $2,756+47.6% |
| Participant deferral / active EE | $7,084 | $7,073+0.2% | $9,132-22.4% | $4,297+64.9% |
| Admin fee / account holder | $4,870 | $10,483-53.5% | $13,907-65.0% | $6,935-29.8% |