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 | $1,598 | $24,730-93.5% | $66,042-97.6% | $84,808-98.1% |
| Participation rate | 70.0% | 68.1%+1.9pp | 67.5%+2.5pp | 68.3%+1.7pp |
| Annual return | 26.57% | 79.55%-53.0pp | 52.11%-25.5pp | 40.90%-14.3pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,330 | $1,737-23.4% | $2,835-53.1% | $4,212-68.4% |
| Admin fee / account holder | $535 | $3,014-82.3% | $5,747-90.7% | $7,344-92.7% |