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 | $95,453-90.0% | $112,040-91.5% | $82,448-88.5% |
| Participation rate | 97.8% | 72.8%+25.1pp | 76.5%+21.3pp | 68.1%+29.8pp |
| Annual return | 29.39% | 23.92%+5.5pp | 24.52%+4.9pp | 41.64%-12.2pp |
| Employer contribution / active EE | $1,601 | $2,318-30.9% | $2,954-45.8% | $2,551-37.3% |
| Participant deferral / active EE | $2,980 | $4,224-29.4% | $5,098-41.5% | $4,139-28.0% |
| Admin fee / account holder | $1,358 | $9,013-84.9% | $12,098-88.8% | $7,234-81.2% |