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 | $8,765 | $69,454-87.4% | $180,183-95.1% | $74,304-88.2% |
| Participation rate | 82.4% | 61.8%+20.6pp | 77.4%+4.9pp | 60.3%+22.0pp |
| Annual return | 73.74% | 25.86%+47.9pp | 27.86%+45.9pp | 29.43%+44.3pp |
| Employer contribution / active EE | $1,347 | $3,155-57.3% | $5,039-73.3% | $2,241-39.9% |
| Participant deferral / active EE | $3,056 | $4,662-34.4% | $6,822-55.2% | $3,767-18.9% |
| Admin fee / account holder | $1,263 | $3,036-58.4% | $19,975-93.7% | $2,969-57.5% |