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 | $33,179 | $132,049-74.9% | $200,582-83.5% | $74,304-55.3% |
| Participation rate | 97.3% | 84.1%+13.3pp | 86.9%+10.4pp | 60.3%+37.0pp |
| Annual return | 100.72% | 22.22%+78.5pp | 42.33%+58.4pp | 29.43%+71.3pp |
| Employer contribution / active EE | $4,106 | $4,558-9.9% | $6,419-36.0% | $2,241+83.2% |
| Participant deferral / active EE | $7,957 | $7,213+10.3% | $9,331-14.7% | $3,767+111.2% |
| Admin fee / account holder | $1,255 | $2,405-47.8% | $16,305-92.3% | $2,969-57.7% |