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 | $15,816 | $86,922-81.8% | $102,438-84.6% | $80,874-80.4% |
| Participation rate | 93.0% | 72.4%+20.6pp | 76.5%+16.5pp | 67.6%+25.4pp |
| Annual return | 29.70% | 18.90%+10.8pp | 29.37%+0.3pp | 35.62%-5.9pp |
| Employer contribution / active EE | $3,527 | $2,369+48.8% | $3,024+16.6% | $2,756+28.0% |
| Participant deferral / active EE | $6,614 | $4,119+60.6% | $5,054+30.9% | $4,297+53.9% |
| Admin fee / account holder | $2,641 | $8,050-67.2% | $9,448-72.0% | $6,935-61.9% |