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 9-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 | $25,698 | $49,177-47.7% | $79,464-67.7% | $64,186-60.0% |
| Participation rate | 98.9% | 65.0%+33.9pp | 73.3%+25.5pp | 69.6%+29.3pp |
| Annual return | 5.32% | -1.16%+6.5pp | 718.14%-712.8pp | 7.63%-2.3pp |
| Employer contribution / active EE | $1,044 | $2,076-49.7% | $2,800-62.7% | $2,381-56.2% |
| Participant deferral / active EE | $969 | $2,821-65.7% | $3,704-73.8% | $3,470-72.1% |
| Admin fee / account holder | $1,685 | $3,839-56.1% | $5,113-67.0% | $4,888-65.5% |