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 | $58,165 | $48,277+20.5% | $67,511-13.8% | $80,874-28.1% |
| Participation rate | 96.9% | 66.4%+30.6pp | 72.9%+24.1pp | 67.6%+29.3pp |
| Annual return | 12.99% | 18.27%-5.3pp | 3517.41%-3504.4pp | 35.62%-22.6pp |
| Employer contribution / active EE | $1,295 | $2,021-35.9% | $2,733-52.6% | $2,756-53.0% |
| Participant deferral / active EE | $3,875 | $2,926+32.4% | $4,000-3.1% | $4,297-9.8% |
| Admin fee / account holder | $3,120 | $3,687-15.4% | $3,999-22.0% | $6,935-55.0% |