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 9-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 | $20,036 | $82,664-75.8% | $125,339-84.0% | $68,494-70.7% |
| Participation rate | 97.5% | 75.0%+22.4pp | 82.4%+15.1pp | 67.9%+29.6pp |
| Annual return | 1.15% | -5.97%+7.1pp | 572.05%-570.9pp | -7.84%+9.0pp |
| Employer contribution / active EE | $3,638 | $3,381+7.6% | $4,814-24.4% | $2,596+40.1% |
| Participant deferral / active EE | $10,445 | $6,110+70.9% | $7,446+40.3% | $4,027+159.4% |
| Admin fee / account holder | $1,434 | $6,275-77.2% | $10,010-85.7% | $5,403-73.5% |