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 | $128,603-74.2% | $197,124-83.2% | $67,986-51.2% |
| Participation rate | 97.3% | 81.7%+15.6pp | 86.7%+10.6pp | 57.2%+40.1pp |
| Annual return | 100.72% | 23.77%+76.9pp | 44.34%+56.4pp | 31.67%+69.1pp |
| Employer contribution / active EE | $4,106 | $4,379-6.2% | $6,227-34.1% | $2,019+103.4% |
| Participant deferral / active EE | $7,957 | $6,840+16.3% | $9,135-12.9% | $3,358+136.9% |
| Admin fee / account holder | $1,255 | $3,035-58.7% | $16,298-92.3% | $3,203-60.8% |