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 | $38,403 | $73,638-47.8% | $95,952-60.0% | $73,488-47.7% |
| Participation rate | 98.0% | 76.2%+21.8pp | 77.1%+20.9pp | 70.7%+27.3pp |
| Annual return | 17.55% | 16.78%+0.8pp | 91.61%-74.1pp | 28.51%-11.0pp |
| Employer contribution / active EE | $3,578 | $1,863+92.1% | $2,541+40.8% | $2,270+57.6% |
| Participant deferral / active EE | $6,883 | $3,617+90.3% | $4,167+65.2% | $3,740+84.0% |
| Admin fee / account holder | $2,968 | $482+515.5% | $6,795-56.3% | $513+478.4% |