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 5-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 | $4,476 | $46,292-90.3% | $143,757-96.9% | $64,808-93.1% |
| Participation rate | 98.7% | 64.2%+34.5pp | 80.3%+18.4pp | 71.5%+27.2pp |
| Annual return | 365.79% | -10.05%+375.8pp | -0.04%+365.8pp | 32.82%+333.0pp |
| Employer contribution / active EE | $2,226 | $1,910+16.5% | $4,951-55.0% | $2,506-11.2% |
| Participant deferral / active EE | $2,245 | $2,646-15.2% | $5,637-60.2% | $4,310-47.9% |
| Admin fee / account holder | $1,022 | $154+564.9% | $14,673-93.0% | $188+444.4% |