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 | $6,638 | $50,815-86.9% | $155,509-95.7% | $77,643-91.5% |
| Participation rate | 96.8% | 63.1%+33.7pp | 78.2%+18.6pp | 70.6%+26.2pp |
| Annual return | 7.98% | 34.80%-26.8pp | 64.67%-56.7pp | 31.24%-23.3pp |
| Employer contribution / active EE | $503 | $1,993-74.7% | $4,672-89.2% | $2,726-81.5% |
| Participant deferral / active EE | $1,287 | $2,822-54.4% | $5,626-77.1% | $4,647-72.3% |
| Admin fee / account holder | $805 | $437+84.3% | $15,912-94.9% | $430+87.0% |