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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,392 | $109,413-87.8% | $156,263-91.4% | $84,808-84.2% |
| Participation rate | 98.3% | 72.7%+25.6pp | 78.9%+19.4pp | 68.3%+30.0pp |
| Annual return | 11.56% | 20.18%-8.6pp | 59.47%-47.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $959 | $2,907-67.0% | $4,333-77.9% | $2,631-63.6% |
| Participant deferral / active EE | $2,039 | $4,590-55.6% | $6,158-66.9% | $4,212-51.6% |
| Admin fee / account holder | $774 | $9,357-91.7% | $14,255-94.6% | $7,344-89.5% |