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.
Employer 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.)
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 | $23,110 | $100,923-77.1% | $150,045-84.6% | $74,304-68.9% |
| Participation rate | 80.2% | 70.1%+10.2pp | 82.3%-2.1pp | 60.3%+19.9pp |
| Annual return | 208.25% | 51.77%+156.5pp | 62.55%+145.7pp | 29.43%+178.8pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8,116 | $6,709+21.0% | $7,997+1.5% | $3,767+115.4% |
| Admin fee / account holder | $1,115 | $2,767-59.7% | $13,435-91.7% | $2,969-62.4% |