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 | $86,929-81.8% | $102,423-84.6% | $80,856-80.4% |
| Participation rate | 93.0% | 72.4%+20.6pp | 76.5%+16.5pp | 67.6%+25.4pp |
| Annual return | 29.70% | 18.88%+10.8pp | 29.32%+0.4pp | 35.59%-5.9pp |
| Employer contribution / active EE | $3,527 | $2,369+48.9% | $3,023+16.7% | $2,755+28.0% |
| Participant deferral / active EE | $6,614 | $4,118+60.6% | $5,053+30.9% | $4,296+54.0% |
| Admin fee / account holder | $2,641 | $8,049-67.2% | $9,451-72.1% | $6,918-61.8% |