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 10-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 | $71,536 | $102,317-30.1% | $146,958-51.3% | $80,856-11.5% |
| Participation rate | 77.2% | 75.8%+1.3pp | 82.2%-5.0pp | 67.6%+9.5pp |
| Annual return | 13.80% | 134.76%-121.0pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,326 | $3,713-10.4% | $4,933-32.6% | $2,755+20.7% |
| Participant deferral / active EE | $7,878 | $6,644+18.6% | $8,070-2.4% | $4,296+83.4% |
| Admin fee / account holder | $6,633 | $7,941-16.5% | $12,998-49.0% | $6,918-4.1% |