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 | $88,360-73.8% | $145,433-84.1% | $67,986-66.0% |
| Participation rate | 80.2% | 65.5%+14.8pp | 82.1%-1.9pp | 57.2%+23.0pp |
| Annual return | 208.25% | 63.15%+145.1pp | 66.58%+141.7pp | 31.67%+176.6pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $8,116 | $5,932+36.8% | $7,897+2.8% | $3,358+141.7% |
| Admin fee / account holder | $1,115 | $3,313-66.4% | $13,129-91.5% | $3,203-65.2% |