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 | $0 | $60,124-100.0% | $90,404-100.0% | $79,858-100.0% |
| Participation rate | 94.4% | 65.0%+29.5pp | 72.7%+21.8pp | 69.6%+24.8pp |
| Annual return | -94.79% | 71.94%-166.7pp | 1293.02%-1387.8pp | 31.71%-126.5pp |
| Employer contribution / active EE | $1,038 | $2,068-49.8% | $3,262-68.2% | $2,471-58.0% |
| Participant deferral / active EE | $2,572 | $2,938-12.4% | $3,963-35.1% | $3,740-31.2% |
| Admin fee / account holder | $4,394 | $3,976+10.5% | $5,611-21.7% | $5,306-17.2% |