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 10-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 | $15,287 | $71,001-78.5% | $15,2870% | $71,001-78.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | 100.0%0pp | 68.0%+32.0pp |
| Annual return | 16.81% | 11.49%+5.3pp | 14.71%+2.1pp | 11.49%+5.3pp |
| Employer contribution / active EE | $2,522 | $16,488-84.7% | $7,785-67.6% | $16,488-84.7% |
| Participant deferral / active EE | $0 | $1,342-100.0% | $0 | $1,342-100.0% |
| Admin fee / account holder | $699 | $2,971-76.5% | $6990% | $2,971-76.5% |