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 | $29,609 | $101,317-70.8% | $146,958-79.9% | $74,495-60.3% |
| Participation rate | 85.1% | 75.5%+9.6pp | 82.2%+3.0pp | 67.2%+17.9pp |
| Annual return | 36.75% | 8730.91%-8694.2pp | 418.34%-381.6pp | 1364.94%-1328.2pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,808 | $7,303-47.9% | $8,070-52.8% | $4,346-12.4% |
| Admin fee / account holder | $2,508 | $1,739+44.2% | $12,998-80.7% | $1,942+29.1% |