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 | $1,979 | $91,762-97.8% | $67,502-97.1% | $77,643-97.5% |
| Participation rate | 73.9% | 75.9%-2.0pp | 72.9%+1.0pp | 70.6%+3.3pp |
| Annual return | 0.00% | 14.87%-14.9pp | 3512.12%-3512.1pp | 31.24%-31.2pp |
| Employer contribution / active EE | $3,492 | $3,181+9.8% | $2,731+27.9% | $2,726+28.1% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $1,045 | $176+494.0% | $3,998-73.8% | $430+142.9% |