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 | $13,705 | $80,968-83.1% | $96,544-85.8% | $75,163-81.8% |
| Participation rate | 80.2% | 71.8%+8.5pp | 76.0%+4.3pp | 67.2%+13.0pp |
| Annual return | 5.38% | 27.06%-21.7pp | 25.84%-20.5pp | 160.62%-155.2pp |
| Employer contribution / active EE | $1,407 | $2,282-38.3% | $2,965-52.5% | $2,670-47.3% |
| Participant deferral / active EE | $1,928 | $3,928-50.9% | $4,851-60.3% | $4,125-53.3% |
| Admin fee / account holder | $996 | $6,724-85.2% | $8,252-87.9% | $5,651-82.4% |