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 | $9,505 | $95,803-90.1% | $113,168-91.6% | $84,808-88.8% |
| Participation rate | 97.8% | 72.9%+25.0pp | 76.6%+21.3pp | 68.3%+29.5pp |
| Annual return | 29.39% | 25.00%+4.4pp | 24.27%+5.1pp | 40.90%-11.5pp |
| Employer contribution / active EE | $1,601 | $2,360-32.2% | $2,975-46.2% | $2,631-39.2% |
| Participant deferral / active EE | $2,980 | $4,242-29.7% | $5,107-41.6% | $4,212-29.2% |
| Admin fee / account holder | $1,358 | $8,989-84.9% | $12,068-88.7% | $7,344-81.5% |