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 | $68,868-87.3% | $183,328-95.2% | $67,986-87.1% |
| Participation rate | 82.4% | 57.0%+25.3pp | 77.3%+5.0pp | 57.2%+25.1pp |
| Annual return | 73.74% | 28.80%+44.9pp | 29.67%+44.1pp | 31.67%+42.1pp |
| Employer contribution / active EE | $1,347 | $2,917-53.8% | $5,055-73.3% | $2,019-33.3% |
| Participant deferral / active EE | $3,056 | $4,364-30.0% | $6,795-55.0% | $3,358-9.0% |
| Admin fee / account holder | $1,263 | $3,805-66.8% | $21,427-94.1% | $3,203-60.6% |