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 | $18,983 | $65,041-70.8% | $90,951-79.1% | $79,858-76.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 10.12% | 30.45%-20.3pp | 134.60%-124.5pp | 31.71%-21.6pp |
| Employer contribution / active EE | $3,815 | $1,247+205.9% | $2,122+79.8% | $2,471+54.4% |
| Participant deferral / active EE | $2,066 | $2,512-17.8% | $3,373-38.8% | $3,740-44.8% |
| Admin fee / account holder | $459 | $4,536-89.9% | $5,959-92.3% | $5,306-91.4% |