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 | $38,690 | $122,239-68.3% | $184,203-79.0% | $74,495-48.1% |
| Participation rate | 90.0% | 85.5%+4.5pp | 86.8%+3.2pp | 67.2%+22.8pp |
| Annual return | 29.91% | 19.95%+10.0pp | 28.81%+1.1pp | 1364.94%-1335.0pp |
| Employer contribution / active EE | $1,813 | $4,537-60.0% | $6,427-71.8% | $2,623-30.9% |
| Participant deferral / active EE | $4,891 | $7,139-31.5% | $9,131-46.4% | $4,346+12.6% |
| Admin fee / account holder | $10,552 | $1,260+737.7% | $13,901-24.1% | $1,942+443.4% |