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 | $15,954 | $60,323-73.6% | $81,812-80.5% | $74,495-78.6% |
| Participation rate | 72.7% | 62.9%+9.9pp | 72.3%+0.4pp | 67.2%+5.5pp |
| Annual return | 15.13% | 16.90%-1.8pp | 773.79%-758.7pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $358 | $2,620-86.3% | $2,912-87.7% | $2,623-86.3% |
| Participant deferral / active EE | $1,120 | $3,387-66.9% | $4,319-74.1% | $4,346-74.2% |
| Admin fee / account holder | $587 | $1,486-60.5% | $7,386-92.1% | $1,942-69.8% |