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 | $22,510 | $58,234-61.3% | $81,783-72.5% | $80,874-72.2% |
| Participation rate | 96.8% | 63.4%+33.3pp | 72.4%+24.4pp | 67.6%+29.1pp |
| Annual return | 13.03% | 41.70%-28.7pp | 775.05%-762.0pp | 35.62%-22.6pp |
| Employer contribution / active EE | $3,524 | $2,341+50.5% | $2,913+21.0% | $2,756+27.9% |
| Participant deferral / active EE | $4,168 | $3,283+27.0% | $4,320-3.5% | $4,297-3.0% |
| Admin fee / account holder | $4,817 | $4,982-3.3% | $7,380-34.7% | $6,935-30.5% |