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 | $19,907 | $71,883-72.3% | $86,677-77.0% | $68,494-70.9% |
| Participation rate | 95.3% | 72.2%+23.1pp | 76.6%+18.7pp | 67.9%+27.4pp |
| Annual return | -22.92% | 3.52%-26.4pp | 35.91%-58.8pp | -7.84%-15.1pp |
| Employer contribution / active EE | $2,051 | $2,173-5.6% | $2,836-27.7% | $2,596-21.0% |
| Participant deferral / active EE | $3,294 | $3,779-12.8% | $4,656-29.3% | $4,027-18.2% |
| Admin fee / account holder | $2,565 | $6,112-58.0% | $7,493-65.8% | $5,403-52.5% |