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 | $17,130 | $65,365-73.8% | $92,893-81.6% | $72,985-76.5% |
| Participation rate | 98.9% | 68.3%+30.6pp | 76.0%+22.9pp | 69.5%+29.4pp |
| Annual return | 15.78% | 42.10%-26.3pp | 109.41%-93.6pp | 81.00%-65.2pp |
| Employer contribution / active EE | $1,094 | $2,594-57.8% | $3,653-70.0% | $2,440-55.2% |
| Participant deferral / active EE | $1,922 | $3,128-38.6% | $4,236-54.6% | $3,607-46.7% |
| Admin fee / account holder | $2,364 | $4,251-44.4% | $5,794-59.2% | $5,124-53.9% |