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 | $2,715 | $45,343-94.0% | $150,298-98.2% | $67,986-96.0% |
| Participation rate | 85.4% | 51.9%+33.5pp | 77.8%+7.6pp | 57.2%+28.1pp |
| Annual return | 208.31% | 33.28%+175.0pp | 62.79%+145.5pp | 31.67%+176.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,278 | $2,055+10.9% | $5,453-58.2% | $3,358-32.2% |
| Admin fee / account holder | $661 | $2,250-70.6% | $14,116-95.3% | $3,203-79.4% |