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 10-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 | $15,644 | $52,953-70.5% | $172,739-90.9% | $65,185-76.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 21.86% | 30.12%-8.3pp | 802.84%-781.0pp | 29.38%-7.5pp |
| Employer contribution / active EE | $949 | $2,190-56.7% | $5,143-81.5% | $2,177-56.4% |
| Participant deferral / active EE | $1,671 | $2,471-32.4% | $5,198-67.9% | $3,514-52.4% |
| Admin fee / account holder | $855 | $472+81.1% | $13,954-93.9% | $847+0.9% |