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 7-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 | $24,399 | $77,145-68.4% | $108,410-77.5% | $85,850-71.6% |
| Participation rate | 94.7% | 74.7%+20.1pp | 80.1%+14.6pp | 69.3%+25.4pp |
| Annual return | 16.26% | 44.54%-28.3pp | 905.27%-889.0pp | 318.53%-302.3pp |
| Employer contribution / active EE | $2,158 | $2,379-9.3% | $3,558-39.3% | $2,565-15.9% |
| Participant deferral / active EE | $5,257 | $5,566-5.5% | $6,563-19.9% | $3,952+33.0% |
| Admin fee / account holder | $2,257 | $5,172-56.4% | $7,295-69.1% | $6,260-64.0% |