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 | $9,417 | $57,281-83.6% | $86,612-89.1% | $75,163-87.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 11.05% | 2670.75%-2659.7pp | 591.07%-580.0pp | 160.62%-149.6pp |
| Employer contribution / active EE | $2,750 | $2,314+18.8% | $3,022-9.0% | $2,670+3.0% |
| Participant deferral / active EE | $4,057 | $3,318+22.3% | $4,438-8.6% | $4,125-1.7% |
| Admin fee / account holder | $1,690 | $4,112-58.9% | $5,614-69.9% | $5,651-70.1% |