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 | $23,998 | $27,915-14.0% | $58,482-59.0% | $75,163-68.1% |
| Participation rate | 97.3% | 38.8%+58.4pp | 50.9%+46.4pp | 67.2%+30.1pp |
| Annual return | 18.84% | 44.20%-25.4pp | 4239.32%-4220.5pp | 160.62%-141.8pp |
| Employer contribution / active EE | $3,179 | $669+375.1% | $1,053+201.8% | $2,670+19.1% |
| Participant deferral / active EE | $2,616 | $1,201+117.8% | $1,924+36.0% | $4,125-36.6% |
| Admin fee / account holder | $527 | $1,726-69.4% | $2,516-79.0% | $5,651-90.7% |