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 4-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 | $3,752 | $63,442-94.1% | $68,791-94.5% | $66,914-94.4% |
| Participation rate | 78.6% | 60.0%+18.7pp | 69.0%+9.6pp | 69.8%+8.8pp |
| Annual return | -26.76% | -8.29%-18.5pp | -6.38%-20.4pp | 1.58%-28.3pp |
| Employer contribution / active EE | $676 | $1,775-61.9% | $2,655-74.5% | $2,544-73.4% |
| Participant deferral / active EE | $1,819 | $2,945-38.2% | $3,941-53.9% | $4,237-57.1% |
| Admin fee / account holder | $404 | $577-30.1% | $4,932-91.8% | $593-32.0% |