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 10-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 | $6,676 | $76,000-91.2% | $154,107-95.7% | $64,186-89.6% |
| Participation rate | 88.9% | 70.4%+18.5pp | 83.0%+5.9pp | 69.6%+19.3pp |
| Annual return | -3.87% | 30.32%-34.2pp | 735.12%-739.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $597 | $3,351-82.2% | $5,298-88.7% | $2,381-74.9% |
| Participant deferral / active EE | $1,244 | $3,175-60.8% | $5,081-75.5% | $3,470-64.1% |
| Admin fee / account holder | $1,500 | $5,596-73.2% | $13,411-88.8% | $4,888-69.3% |