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.
See the 4-year trajectory. $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $50,248 | $54,701-8.1% | $86,188-41.7% | $71,457-29.7% |
| Participation rate | 77.4% | 60.1%+17.3pp | 69.0%+8.4pp | 67.9%+9.5pp |
| Annual return | 27.74% | 20.06%+7.7pp | 1168.45%-1140.7pp | 28.85%-1.1pp |
| Employer contribution / active EE | $333 | $1,265-73.7% | $2,380-86.0% | $2,588-87.1% |
| Participant deferral / active EE | $2,114 | $3,108-32.0% | $3,985-46.9% | $4,289-50.7% |
| Admin fee / account holder | $10,568 | $1,922+450.0% | $6,852+54.2% | $1,587+565.8% |