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 | $22,158 | $76,670-71.1% | $96,683-77.1% | $71,457-69.0% |
| Participation rate | 91.7% | 66.6%+25.2pp | 74.3%+17.4pp | 67.9%+23.8pp |
| Annual return | 5.06% | 48.29%-43.2pp | 35.69%-30.6pp | 28.85%-23.8pp |
| Employer contribution / active EE | $1,083 | $3,031-64.3% | $3,737-71.0% | $2,588-58.1% |
| Participant deferral / active EE | $2,881 | $3,771-23.6% | $4,878-40.9% | $4,289-32.8% |
| Admin fee / account holder | $1,932 | $2,028-4.7% | $6,730-71.3% | $1,587+21.7% |