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 | $73,762 | $102,317-27.9% | $146,958-49.8% | $80,856-8.8% |
| Participation rate | 88.7% | 75.8%+12.9pp | 82.2%+6.6pp | 67.6%+21.1pp |
| Annual return | 14.58% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,238 | $3,713-12.8% | $4,933-34.4% | $2,755+17.5% |
| Participant deferral / active EE | $6,771 | $6,644+1.9% | $8,070-16.1% | $4,296+57.6% |
| Admin fee / account holder | $6,749 | $7,941-15.0% | $12,998-48.1% | $6,918-2.4% |