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 | $24,956 | $72,607-65.6% | $90,749-72.5% | $66,914-62.7% |
| Participation rate | 87.9% | 73.7%+14.2pp | 75.7%+12.2pp | 69.8%+18.0pp |
| Annual return | -19.22% | -12.28%-6.9pp | -12.16%-7.1pp | 1.58%-20.8pp |
| Employer contribution / active EE | $1,556 | $2,369-34.3% | $2,921-46.7% | $2,544-38.8% |
| Participant deferral / active EE | $4,748 | $3,977+19.4% | $4,564+4.0% | $4,237+12.1% |
| Admin fee / account holder | $1,181 | $707+67.0% | $8,445-86.0% | $593+99.1% |