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 | $9,265 | $54,762-83.1% | $90,281-89.7% | $72,985-87.3% |
| Participation rate | 87.3% | 65.1%+22.1pp | 73.3%+14.0pp | 69.5%+17.8pp |
| Annual return | 15.92% | 30.63%-14.7pp | 78.10%-62.2pp | 81.00%-65.1pp |
| Employer contribution / active EE | $405 | $2,092-80.7% | $2,854-85.8% | $2,440-83.4% |
| Participant deferral / active EE | $1,823 | $2,887-36.9% | $3,885-53.1% | $3,607-49.5% |
| Admin fee / account holder | $1,465 | $3,972-63.1% | $5,351-72.6% | $5,124-71.4% |