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 8-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 | $8,468 | $104,475-91.9% | $159,436-94.7% | $79,386-89.3% |
| Participation rate | 88.7% | 76.6%+12.1pp | 82.8%+5.9pp | 70.7%+18.0pp |
| Annual return | 12.68% | 67.95%-55.3pp | 263.57%-250.9pp | 116.85%-104.2pp |
| Employer contribution / active EE | $2,202 | $3,417-35.6% | $4,829-54.4% | $2,427-9.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1,961 | $711+175.7% | $10,799-81.8% | $626+213.0% |