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 | $21,081 | $65,561-67.8% | $91,541-77.0% | $74,304-71.6% |
| Participation rate | 96.1% | 56.6%+39.5pp | 69.8%+26.3pp | 60.3%+35.8pp |
| Annual return | 25.15% | 17.68%+7.5pp | 20.50%+4.6pp | 29.43%-4.3pp |
| Employer contribution / active EE | $3,375 | $1,717+96.5% | $2,505+34.7% | $2,241+50.6% |
| Participant deferral / active EE | $6,548 | $2,918+124.4% | $4,008+63.4% | $3,767+73.8% |
| Admin fee / account holder | $1,528 | $3,333-54.1% | $6,956-78.0% | $2,969-48.5% |