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 | $49,915-94.6% | $154,803-98.2% | $74,304-96.3% |
| Participation rate | 85.4% | 54.0%+31.4pp | 78.1%+7.3pp | 60.3%+25.0pp |
| Annual return | 208.31% | 34.06%+174.2pp | 58.88%+149.4pp | 29.43%+178.9pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,278 | $2,255+1.0% | $5,540-58.9% | $3,767-39.5% |
| Admin fee / account holder | $661 | $2,189-69.8% | $14,329-95.4% | $2,969-77.7% |