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 | $10,398 | $53,162-80.4% | $91,220-88.6% | $68,494-84.8% |
| Participation rate | 90.9% | 63.2%+27.7pp | 73.2%+17.7pp | 67.9%+23.0pp |
| Annual return | 46.46% | -3.14%+49.6pp | 114.01%-67.6pp | -7.84%+54.3pp |
| Employer contribution / active EE | $1,314 | $1,709-23.1% | $2,850-53.9% | $2,596-49.4% |
| Participant deferral / active EE | $2,458 | $2,974-17.3% | $4,234-41.9% | $4,027-39.0% |
| Admin fee / account holder | $5,601 | $4,493+24.7% | $5,420+3.4% | $5,403+3.7% |