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 | $16,560 | $95,416-82.6% | $185,823-91.1% | $85,850-80.7% |
| Participation rate | 93.2% | 68.8%+24.4pp | 81.7%+11.5pp | 69.3%+23.8pp |
| Annual return | 22.55% | 23.59%-1.0pp | 122.05%-99.5pp | 318.53%-296.0pp |
| Employer contribution / active EE | $1,624 | $3,314-51.0% | $5,167-68.6% | $2,565-36.7% |
| Participant deferral / active EE | $4,479 | $3,423+30.8% | $5,568-19.6% | $3,952+13.3% |
| Admin fee / account holder | $385 | $7,213-94.7% | $16,237-97.6% | $6,260-93.9% |