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 | $5,427 | $55,453-90.2% | $170,442-96.8% | $62,292-91.3% |
| Participation rate | 96.3% | 66.4%+29.9pp | 83.6%+12.7pp | 69.5%+26.7pp |
| Annual return | 7.08% | 21.38%-14.3pp | 205.93%-198.8pp | 28.90%-21.8pp |
| Employer contribution / active EE | $610 | $2,164-71.8% | $5,433-88.8% | $2,042-70.1% |
| Participant deferral / active EE | $931 | $2,303-59.6% | $4,939-81.2% | $3,169-70.6% |
| Admin fee / account holder | $3,228 | $455+609.5% | $13,880-76.7% | $479+573.5% |