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 5-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 | $37,396 | $104,475-64.2% | $159,436-76.5% | $79,386-52.9% |
| Participation rate | 72.4% | 76.6%-4.2pp | 82.8%-10.4pp | 70.7%+1.7pp |
| Annual return | 30.52% | 67.95%-37.4pp | 263.57%-233.0pp | 116.85%-86.3pp |
| Employer contribution / active EE | $1,986 | $3,417-41.9% | $4,829-58.9% | $2,427-18.2% |
| Participant deferral / active EE | $4,624 | $6,467-28.5% | $7,352-37.1% | $4,046+14.3% |
| Admin fee / account holder | $10,799 | $711+1418.6% | $10,7990% | $626+1623.9% |