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 9-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 | $17,226 | $91,190-81.1% | $178,490-90.3% | $79,858-78.4% |
| Participation rate | 92.8% | 69.2%+23.6pp | 81.9%+10.8pp | 69.6%+23.1pp |
| Annual return | 24.63% | 24.19%+0.4pp | 151.07%-126.4pp | 31.71%-7.1pp |
| Employer contribution / active EE | $2,030 | $3,256-37.6% | $5,011-59.5% | $2,471-17.8% |
| Participant deferral / active EE | $1,302 | $3,236-59.8% | $5,202-75.0% | $3,740-65.2% |
| Admin fee / account holder | $1,709 | $6,751-74.7% | $13,984-87.8% | $5,306-67.8% |