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 5-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 | $20,345 | $55,415-63.3% | $155,509-86.9% | $74,495-72.7% |
| Participation rate | 85.7% | 61.9%+23.8pp | 78.2%+7.5pp | 67.2%+18.5pp |
| Annual return | 20.52% | 268.50%-248.0pp | 64.67%-44.2pp | 1364.94%-1344.4pp |
| Employer contribution / active EE | $2,425 | $2,267+6.9% | $4,672-48.1% | $2,623-7.6% |
| Participant deferral / active EE | $4,867 | $2,836+71.6% | $5,626-13.5% | $4,346+12.0% |
| Admin fee / account holder | $4,239 | $1,738+143.8% | $15,912-73.4% | $1,942+118.3% |