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 | $17,272 | $57,281-69.8% | $86,612-80.1% | $75,163-77.0% |
| Participation rate | 97.6% | 63.2%+34.4pp | 71.7%+26.0pp | 67.2%+30.5pp |
| Annual return | 20.09% | 2670.75%-2650.7pp | 591.07%-571.0pp | 160.62%-140.5pp |
| Employer contribution / active EE | $964 | $2,314-58.3% | $3,022-68.1% | $2,670-63.9% |
| Participant deferral / active EE | $4,574 | $3,318+37.9% | $4,438+3.1% | $4,125+10.9% |
| Admin fee / account holder | $586 | $4,112-85.7% | $5,614-89.6% | $5,651-89.6% |