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 | $29,667 | $65,409-54.6% | $98,442-69.9% | $85,850-65.4% |
| Participation rate | 86.4% | 65.0%+21.4pp | 73.3%+13.0pp | 69.3%+17.0pp |
| Annual return | 17.56% | 21.76%-4.2pp | 1492.73%-1475.2pp | 318.53%-301.0pp |
| Employer contribution / active EE | $2,096 | $2,168-3.3% | $2,960-29.2% | $2,565-18.3% |
| Participant deferral / active EE | $4,540 | $3,166+43.4% | $4,276+6.2% | $3,952+14.9% |
| Admin fee / account holder | $1,149 | $4,593-75.0% | $5,949-80.7% | $6,260-81.6% |