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 | $4,314 | $53,516-91.9% | $126,539-96.6% | $84,808-94.9% |
| Participation rate | 86.7% | 58.2%+28.5pp | 69.8%+16.9pp | 68.3%+18.4pp |
| Annual return | 26.89% | 58.34%-31.5pp | 425.95%-399.1pp | 40.90%-14.0pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,389 | $2,671-10.5% | $4,083-41.5% | $4,212-43.3% |
| Admin fee / account holder | $322 | $4,497-92.8% | $6,065-94.7% | $7,344-95.6% |