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 | $38,842 | $65,061-40.3% | $143,757-73.0% | $66,914-42.0% |
| Participation rate | 96.1% | 65.2%+30.9pp | 80.3%+15.8pp | 69.8%+26.3pp |
| Annual return | 51.16% | -11.14%+62.3pp | -0.04%+51.2pp | 1.58%+49.6pp |
| Employer contribution / active EE | $17,215 | $2,361+629.2% | $4,951+247.7% | $2,544+576.6% |
| Participant deferral / active EE | $9,522 | $2,919+226.2% | $5,637+68.9% | $4,237+124.7% |
| Admin fee / account holder | $1,516 | $502+202.0% | $14,673-89.7% | $593+155.5% |