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 | $23,352 | $102,317-77.2% | $146,958-84.1% | $80,856-71.1% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.2%+15.0pp | 67.6%+29.5pp |
| Annual return | 12.19% | 134.76%-122.6pp | 418.34%-406.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,307 | $3,713-37.9% | $4,933-53.2% | $2,755-16.3% |
| Participant deferral / active EE | $3,460 | $6,644-47.9% | $8,070-57.1% | $4,296-19.5% |
| Admin fee / account holder | $3,153 | $7,941-60.3% | $12,998-75.7% | $6,918-54.4% |