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 | $2,475 | $27,915-91.1% | $58,482-95.8% | $75,163-96.7% |
| Participation rate | 87.1% | 38.8%+48.3pp | 50.9%+36.3pp | 67.2%+20.0pp |
| Annual return | 28.26% | 44.20%-15.9pp | 4239.32%-4211.1pp | 160.62%-132.4pp |
| Employer contribution / active EE | $1,568 | $669+134.3% | $1,053+48.8% | $2,670-41.3% |
| Participant deferral / active EE | $1,567 | $1,201+30.5% | $1,924-18.5% | $4,125-62.0% |
| Admin fee / account holder | $467 | $1,726-72.9% | $2,516-81.4% | $5,651-91.7% |