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 | $58,978 | $69,977-15.7% | $108,579-45.7% | $62,891-6.2% |
| Participation rate | 89.2% | 72.9%+16.4pp | 79.6%+9.7pp | 69.3%+19.9pp |
| Annual return | 10.12% | 10.73%-0.6pp | -51.70%+61.8pp | 20.14%-10.0pp |
| Employer contribution / active EE | $12,000 | $2,135+462.1% | $3,758+219.3% | $2,281+426.1% |
| Participant deferral / active EE | $7,897 | $3,165+149.5% | $4,311+83.2% | $3,203+146.6% |
| Admin fee / account holder | $5,809 | $5,076+14.4% | $7,645-24.0% | $4,296+35.2% |