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 | $21,204 | $71,883-70.5% | $86,677-75.5% | $68,494-69.0% |
| Participation rate | 84.1% | 72.2%+11.9pp | 76.6%+7.5pp | 67.9%+16.2pp |
| Annual return | -19.97% | 3.52%-23.5pp | 35.91%-55.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $949 | $2,173-56.3% | $2,836-66.5% | $2,596-63.4% |
| Participant deferral / active EE | $2,960 | $3,779-21.7% | $4,656-36.4% | $4,027-26.5% |
| Admin fee / account holder | $1,035 | $6,112-83.1% | $7,493-86.2% | $5,403-80.8% |