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 | $12,998 | $27,915-53.4% | $58,482-77.8% | $75,163-82.7% |
| Participation rate | 98.4% | 38.8%+59.6pp | 50.9%+47.6pp | 67.2%+31.2pp |
| Annual return | 16.01% | 44.20%-28.2pp | 4239.32%-4223.3pp | 160.62%-144.6pp |
| Employer contribution / active EE | $3,441 | $669+414.2% | $1,053+226.7% | $2,670+28.9% |
| Participant deferral / active EE | $1,871 | $1,201+55.7% | $1,924-2.8% | $4,125-54.6% |
| Admin fee / account holder | $1,278 | $1,726-25.9% | $2,516-49.2% | $5,651-77.4% |