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 | $53,470 | $60,124-11.1% | $90,404-40.9% | $79,858-33.0% |
| Participation rate | 90.5% | 65.0%+25.6pp | 72.7%+17.9pp | 69.6%+20.9pp |
| Annual return | 16.85% | 71.94%-55.1pp | 1293.02%-1276.2pp | 31.71%-14.9pp |
| Employer contribution / active EE | $2,342 | $2,068+13.3% | $3,262-28.2% | $2,471-5.2% |
| Participant deferral / active EE | $1,096 | $2,938-62.7% | $3,963-72.3% | $3,740-70.7% |
| Admin fee / account holder | $1,701 | $3,976-57.2% | $5,611-69.7% | $5,306-67.9% |