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 | $14,143 | $52,953-73.3% | $172,739-91.8% | $65,185-78.3% |
| Participation rate | 95.2% | 66.2%+29.0pp | 82.6%+12.6pp | 70.2%+25.0pp |
| Annual return | 21.10% | 30.12%-9.0pp | 802.84%-781.7pp | 29.38%-8.3pp |
| Employer contribution / active EE | $516 | $2,190-76.5% | $5,143-90.0% | $2,177-76.3% |
| Participant deferral / active EE | $1,041 | $2,471-57.9% | $5,198-80.0% | $3,514-70.4% |
| Admin fee / account holder | $2,563 | $472+443.2% | $13,954-81.6% | $847+202.6% |