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 6-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 | $5,237 | $29,319-82.1% | $52,425-90.0% | $82,448-93.6% |
| Participation rate | 94.0% | 46.9%+47.1pp | 55.6%+38.4pp | 68.1%+25.9pp |
| Annual return | 21.76% | 535.20%-513.4pp | 302.12%-280.4pp | 41.64%-19.9pp |
| Employer contribution / active EE | $634 | $586+8.0% | $914-30.7% | $2,551-75.2% |
| Participant deferral / active EE | $1,544 | $1,171+31.8% | $1,790-13.8% | $4,139-62.7% |
| Admin fee / account holder | $361 | $1,962-81.6% | $2,495-85.5% | $7,234-95.0% |