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 | $7,465 | $77,899-90.4% | $149,673-95.0% | $75,163-90.1% |
| Participation rate | 80.6% | 65.6%+15.0pp | 78.8%+1.8pp | 67.2%+13.4pp |
| Annual return | 12.24% | 31.72%-19.5pp | 134.42%-122.2pp | 160.62%-148.4pp |
| Employer contribution / active EE | $420 | $3,137-86.6% | $4,818-91.3% | $2,670-84.3% |
| Participant deferral / active EE | $1,202 | $3,411-64.8% | $5,680-78.8% | $4,125-70.9% |
| Admin fee / account holder | $2,258 | $5,956-62.1% | $13,210-82.9% | $5,651-60.0% |