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 | $53,265 | $65,561-18.8% | $86,188-38.2% | $75,163-29.1% |
| Participation rate | 84.8% | 60.5%+24.3pp | 69.0%+15.8pp | 67.2%+17.6pp |
| Annual return | 14.87% | 46.05%-31.2pp | 1168.45%-1153.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $2,392 | $1,553+54.1% | $2,380+0.5% | $2,670-10.4% |
| Participant deferral / active EE | $4,173 | $3,024+38.0% | $3,985+4.7% | $4,125+1.2% |
| Admin fee / account holder | $7,554 | $5,474+38.0% | $6,852+10.2% | $5,651+33.7% |