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 5-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 | $46,037 | $122,239-62.3% | $184,200-75.0% | $74,546-38.2% |
| Participation rate | 86.4% | 85.5%+0.9pp | 86.8%-0.4pp | 67.2%+19.2pp |
| Annual return | 2.44% | 19.95%-17.5pp | 28.80%-26.4pp | 1366.03%-1363.6pp |
| Employer contribution / active EE | $4,464 | $4,537-1.6% | $6,424-30.5% | $2,624+70.1% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,132-100.0% | $4,347-100.0% |
| Admin fee / account holder | $1,359 | $1,260+7.9% | $13,907-90.2% | $1,944-30.1% |