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 4-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 | $16,557 | $109,881-84.9% | $150,045-89.0% | $84,808-80.5% |
| Participation rate | 88.6% | 76.1%+12.6pp | 82.3%+6.3pp | 68.3%+20.3pp |
| Annual return | 54.70% | 28.25%+26.5pp | 62.55%-7.9pp | 40.90%+13.8pp |
| Employer contribution / active EE | $2,176 | $3,561-38.9% | $4,693-53.6% | $2,631-17.3% |
| Participant deferral / active EE | $5,069 | $6,636-23.6% | $7,997-36.6% | $4,212+20.4% |
| Admin fee / account holder | $1,119 | $8,568-86.9% | $13,435-91.7% | $7,344-84.8% |