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 6-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 | $25,989 | $55,415-53.1% | $155,509-83.3% | $74,495-65.1% |
| Participation rate | 98.0% | 61.9%+36.1pp | 78.2%+19.8pp | 67.2%+30.8pp |
| Annual return | 28.39% | 268.50%-240.1pp | 64.67%-36.3pp | 1364.94%-1336.6pp |
| Employer contribution / active EE | $1,940 | $2,267-14.4% | $4,672-58.5% | $2,623-26.0% |
| Participant deferral / active EE | $1,674 | $2,836-41.0% | $5,626-70.3% | $4,346-61.5% |
| Admin fee / account holder | $2,159 | $1,738+24.2% | $15,912-86.4% | $1,942+11.2% |