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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $18,682 | $80,731-76.9% | $103,374-81.9% | $74,546-74.9% |
| Participation rate | 79.9% | 65.7%+14.2pp | 74.5%+5.4pp | 67.2%+12.7pp |
| Annual return | 19.35% | 27.56%-8.2pp | 24.89%-5.5pp | 1366.03%-1346.7pp |
| Employer contribution / active EE | $2,320 | $3,158-26.5% | $3,869-40.0% | $2,624-11.6% |
| Participant deferral / active EE | $3,821 | $3,860-1.0% | $5,058-24.5% | $4,347-12.1% |
| Admin fee / account holder | $472 | $2,369-80.1% | $8,394-94.4% | $1,944-75.7% |