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 6-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 | $14,006 | $55,415-74.7% | $155,509-91.0% | $74,495-81.2% |
| Participation rate | 87.0% | 61.9%+25.1pp | 78.2%+8.8pp | 67.2%+19.8pp |
| Annual return | 12.61% | 268.50%-255.9pp | 64.67%-52.1pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,280 | $2,267-43.6% | $4,672-72.6% | $2,623-51.2% |
| Participant deferral / active EE | $1,356 | $2,836-52.2% | $5,626-75.9% | $4,346-68.8% |
| Admin fee / account holder | $402 | $1,738-76.9% | $15,912-97.5% | $1,942-79.3% |