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 4-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 | $13,938 | $49,915-72.1% | $154,803-91.0% | $74,304-81.2% |
| Participation rate | 86.7% | 54.0%+32.7pp | 78.1%+8.6pp | 60.3%+26.3pp |
| Annual return | 1325.38% | 34.06%+1291.3pp | 58.88%+1266.5pp | 29.43%+1295.9pp |
| Employer contribution / active EE | $816 | $1,611-49.4% | $4,305-81.0% | $2,241-63.6% |
| Participant deferral / active EE | $1,834 | $2,255-18.7% | $5,540-66.9% | $3,767-51.3% |
| Admin fee / account holder | $2,336 | $2,189+6.7% | $14,329-83.7% | $2,969-21.3% |