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 | $20,982 | $53,516-60.8% | $126,539-83.4% | $84,808-75.3% |
| Participation rate | 97.2% | 58.2%+38.9pp | 69.8%+27.4pp | 68.3%+28.9pp |
| Annual return | 21.83% | 58.34%-36.5pp | 425.95%-404.1pp | 40.90%-19.1pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,109 | $2,671-21.0% | $4,083-48.3% | $4,212-49.9% |
| Admin fee / account holder | $565 | $4,497-87.4% | $6,065-90.7% | $7,344-92.3% |