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 | $24,427 | $68,346-64.3% | $94,646-74.2% | $75,163-67.5% |
| Participation rate | 97.1% | 76.1%+21.0pp | 80.8%+16.2pp | 67.2%+29.9pp |
| Annual return | 22.81% | 616.93%-594.1pp | 156.71%-133.9pp | 160.62%-137.8pp |
| Employer contribution / active EE | $2,399 | $2,701-11.2% | $3,672-34.7% | $2,670-10.1% |
| Participant deferral / active EE | $5,692 | $6,537-12.9% | $7,418-23.3% | $4,125+38.0% |
| Admin fee / account holder | $1,822 | $5,326-65.8% | $7,231-74.8% | $5,651-67.8% |