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 7-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 | $9,016 | $25,014-64.0% | $69,647-87.1% | $80,856-88.8% |
| Participation rate | 88.8% | 64.2%+24.5pp | 66.5%+22.3pp | 67.6%+21.1pp |
| Annual return | 50.76% | 19.07%+31.7pp | 100.48%-49.7pp | 35.59%+15.2pp |
| Employer contribution / active EE | $1,134 | $993+14.2% | $1,712-33.8% | $2,755-58.8% |
| Participant deferral / active EE | $1,396 | $1,839-24.1% | $2,886-51.6% | $4,296-67.5% |
| Admin fee / account holder | $1,276 | $2,488-48.7% | $4,713-72.9% | $6,918-81.6% |