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 | $12,573 | $45,035-72.1% | $62,995-80.0% | $70,131-82.1% |
| Participation rate | 90.6% | 69.5%+21.1pp | 74.8%+15.8pp | 69.5%+21.1pp |
| Annual return | 24.42% | 18.76%+5.7pp | 87.57%-63.1pp | 73.14%-48.7pp |
| Employer contribution / active EE | $995 | $2,051-51.5% | $2,759-63.9% | $2,342-57.5% |
| Participant deferral / active EE | $2,124 | $2,465-13.8% | $3,329-36.2% | $3,332-36.2% |
| Admin fee / account holder | $381 | $2,834-86.6% | $3,600-89.4% | $4,645-91.8% |