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 | $17,345 | $30,400-42.9% | $53,898-67.8% | $84,808-79.5% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 18.05% | 500.19%-482.1pp | 528.60%-510.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $822 | $603+36.4% | $932-11.8% | $2,631-68.8% |
| Participant deferral / active EE | $2,977 | $1,199+148.4% | $1,826+63.0% | $4,212-29.3% |
| Admin fee / account holder | $1,118 | $1,993-43.9% | $2,491-55.1% | $7,344-84.8% |