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 | $24,570 | $80,753-69.6% | $136,294-82.0% | $62,292-60.6% |
| Participation rate | 93.8% | 73.5%+20.3pp | 81.9%+11.9pp | 69.5%+24.3pp |
| Annual return | 48.18% | 35.83%+12.4pp | 5155.94%-5107.8pp | 28.90%+19.3pp |
| Employer contribution / active EE | $4,957 | $2,884+71.9% | $4,695+5.6% | $2,042+142.7% |
| Participant deferral / active EE | $6,667 | $5,164+29.1% | $6,247+6.7% | $3,169+110.4% |
| Admin fee / account holder | $1,132 | $525+115.5% | $9,243-87.8% | $479+136.2% |