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 5-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 | $17,524 | $47,479-63.1% | $62,929-72.2% | $82,448-78.7% |
| Participation rate | 87.1% | 66.9%+20.2pp | 73.1%+14.0pp | 68.1%+19.0pp |
| Annual return | 18.57% | 20.34%-1.8pp | 1063.93%-1045.4pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,145 | $1,885-39.3% | $2,505-54.3% | $2,551-55.1% |
| Participant deferral / active EE | $2,358 | $2,870-17.8% | $3,888-39.4% | $4,139-43.0% |
| Admin fee / account holder | $1,065 | $3,804-72.0% | $5,065-79.0% | $7,234-85.3% |