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 7-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 | $18,999 | $109,881-82.7% | $150,045-87.3% | $84,808-77.6% |
| Participation rate | 86.9% | 76.1%+10.8pp | 82.3%+4.6pp | 68.3%+18.6pp |
| Annual return | 12.63% | 28.25%-15.6pp | 62.55%-49.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $4,775 | $3,561+34.1% | $4,693+1.7% | $2,631+81.5% |
| Participant deferral / active EE | $3,693 | $6,636-44.3% | $7,997-53.8% | $4,212-12.3% |
| Admin fee / account holder | $561 | $8,568-93.5% | $13,435-95.8% | $7,344-92.4% |