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 | $6,401 | $49,915-87.2% | $154,803-95.9% | $74,304-91.4% |
| Participation rate | 92.4% | 54.0%+38.4pp | 78.1%+14.3pp | 60.3%+32.0pp |
| Annual return | 39.61% | 34.06%+5.6pp | 58.88%-19.3pp | 29.43%+10.2pp |
| Employer contribution / active EE | $1,003 | $1,611-37.8% | $4,305-76.7% | $2,241-55.3% |
| Participant deferral / active EE | $1,915 | $2,255-15.1% | $5,540-65.4% | $3,767-49.2% |
| Admin fee / account holder | $353 | $2,189-83.9% | $14,329-97.5% | $2,969-88.1% |