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 7-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 | $33,408 | $87,870-62.0% | $113,168-70.5% | $74,304-55.0% |
| Participation rate | 78.6% | 70.7%+7.8pp | 76.6%+2.0pp | 60.3%+18.2pp |
| Annual return | 12.92% | 26.44%-13.5pp | 24.27%-11.3pp | 29.43%-16.5pp |
| Employer contribution / active EE | $1,283 | $2,277-43.6% | $2,975-56.9% | $2,241-42.7% |
| Participant deferral / active EE | $2,880 | $4,241-32.1% | $5,107-43.6% | $3,767-23.6% |
| Admin fee / account holder | $3,374 | $3,368+0.2% | $12,068-72.0% | $2,969+13.7% |