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 | $14,081 | $82,664-83.0% | $125,339-88.8% | $68,494-79.4% |
| Participation rate | 92.0% | 75.0%+17.0pp | 82.4%+9.7pp | 67.9%+24.2pp |
| Annual return | -20.03% | -5.97%-14.1pp | 572.05%-592.1pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,431 | $3,381-57.7% | $4,814-70.3% | $2,596-44.9% |
| Participant deferral / active EE | $2,997 | $6,110-51.0% | $7,446-59.8% | $4,027-25.6% |
| Admin fee / account holder | $680 | $6,275-89.2% | $10,010-93.2% | $5,403-87.4% |