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 10-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 | $13,277 | $48,230-72.5% | $67,502-80.3% | $80,856-83.6% |
| Participation rate | 93.2% | 66.4%+26.8pp | 72.9%+20.3pp | 67.6%+25.6pp |
| Annual return | 13.32% | 18.28%-5.0pp | 3512.12%-3498.8pp | 35.59%-22.3pp |
| Employer contribution / active EE | $991 | $2,020-50.9% | $2,731-63.7% | $2,755-64.0% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $901 | $3,681-75.5% | $3,998-77.5% | $6,918-87.0% |