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 | $64,697 | $82,978-22.0% | $129,995-50.2% | $71,457-9.5% |
| Participation rate | 76.3% | 74.1%+2.2pp | 78.5%-2.2pp | 67.9%+8.4pp |
| Annual return | 15.48% | 20.60%-5.1pp | -137.18%+152.7pp | 28.85%-13.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,479 | $4,432-44.1% | $5,820-57.4% | $4,289-42.2% |
| Admin fee / account holder | $3,353 | $1,729+93.9% | $10,614-68.4% | $1,587+111.2% |