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 6-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 | $5,527 | $73,867-92.5% | $143,757-96.2% | $68,494-91.9% |
| Participation rate | 92.2% | 66.7%+25.6pp | 80.3%+11.9pp | 67.9%+24.3pp |
| Annual return | -19.64% | 1.01%-20.6pp | -0.04%-19.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $2,095 | $3,184-34.2% | $4,951-57.7% | $2,596-19.3% |
| Participant deferral / active EE | $3,223 | $3,384-4.8% | $5,637-42.8% | $4,027-20.0% |
| Admin fee / account holder | $1,236 | $5,755-78.5% | $14,673-91.6% | $5,403-77.1% |