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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $18,774 | $59,097-68.2% | $82,389-77.2% | $74,304-74.7% |
| Participation rate | 90.4% | 52.8%+37.6pp | 69.5%+20.8pp | 60.3%+30.0pp |
| Annual return | 19.25% | 22.85%-3.6pp | 28.67%-9.4pp | 29.43%-10.2pp |
| Employer contribution / active EE | $673 | $1,601-58.0% | $2,517-73.3% | $2,241-70.0% |
| Participant deferral / active EE | $0 | $2,775-100.0% | $4,155-100.0% | $3,767-100.0% |
| Admin fee / account holder | $376 | $4,489-91.6% | $7,231-94.8% | $2,969-87.3% |