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 | $32,665 | $79,013-58.7% | $100,391-67.5% | $74,495-56.2% |
| Participation rate | 85.5% | 79.5%+6.0pp | 81.5%+4.0pp | 67.2%+18.3pp |
| Annual return | 119.00% | 20.41%+98.6pp | 49.20%+69.8pp | 1364.94%-1245.9pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,564 | $7,760-2.5% | $8,082-6.4% | $4,346+74.1% |
| Admin fee / account holder | $1,288 | $1,320-2.4% | $7,899-83.7% | $1,942-33.7% |