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 8-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 | $9,818 | $48,230-79.6% | $67,502-85.5% | $80,856-87.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 17.90% | 18.28%-0.4pp | 3512.12%-3494.2pp | 35.59%-17.7pp |
| Employer contribution / active EE | $2,106 | $2,020+4.3% | $2,731-22.9% | $2,755-23.6% |
| Participant deferral / active EE | $1,365 | $2,924-53.3% | $4,000-65.9% | $4,296-68.2% |
| Admin fee / account holder | $603 | $3,681-83.6% | $3,998-84.9% | $6,918-91.3% |