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 9-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 | $1,067 | $59,186-98.2% | $76,768-98.6% | $56,287-98.1% |
| Participation rate | 97.2% | 75.2%+21.9pp | 77.0%+20.2pp | 69.9%+27.3pp |
| Annual return | -156.43% | 6.62%-163.0pp | 2.43%-158.9pp | -9.96%-146.5pp |
| Employer contribution / active EE | $9,353 | $1,759+431.9% | $2,485+276.4% | $2,111+343.1% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $5,661 | $489+1057.5% | $6,675-15.2% | $521+986.7% |