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 | $21,607 | $65,561-67.0% | $91,541-76.4% | $74,304-70.9% |
| Participation rate | 74.8% | 56.6%+18.2pp | 69.8%+5.0pp | 60.3%+14.4pp |
| Annual return | 29.31% | 17.68%+11.6pp | 20.50%+8.8pp | 29.43%-0.1pp |
| Employer contribution / active EE | $2,899 | $1,717+68.9% | $2,505+15.8% | $2,241+29.4% |
| Participant deferral / active EE | $4,426 | $2,918+51.7% | $4,008+10.4% | $3,767+17.5% |
| Admin fee / account holder | $4,352 | $3,333+30.6% | $6,956-37.4% | $2,969+46.6% |