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 | $10,725 | $88,634-87.9% | $101,326-89.4% | $74,304-85.6% |
| Participation rate | 78.7% | 76.9%+1.8pp | 81.5%-2.8pp | 60.3%+18.3pp |
| Annual return | 765.17% | 33.10%+732.1pp | 36.82%+728.4pp | 29.43%+735.7pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,403 | $7,322-53.5% | $7,994-57.4% | $3,767-9.7% |
| Admin fee / account holder | $2,619 | $2,425+8.0% | $11,185-76.6% | $2,969-11.8% |