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 | $18,671 | $85,202-78.1% | $172,739-89.2% | $72,985-74.4% |
| Participation rate | 83.5% | 70.1%+13.4pp | 82.6%+0.9pp | 69.5%+14.0pp |
| Annual return | 18.46% | 27.32%-8.9pp | 802.84%-784.4pp | 81.00%-62.5pp |
| Employer contribution / active EE | $619 | $3,324-81.4% | $5,143-88.0% | $2,440-74.6% |
| Participant deferral / active EE | $1,649 | $3,260-49.4% | $5,198-68.3% | $3,607-54.3% |
| Admin fee / account holder | $1,170 | $5,884-80.1% | $13,954-91.6% | $5,124-77.2% |