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 | $70,336 | $95,416-26.3% | $185,823-62.1% | $85,850-18.1% |
| Participation rate | 79.4% | 68.8%+10.6pp | 81.7%-2.3pp | 69.3%+10.1pp |
| Annual return | 15.51% | 23.59%-8.1pp | 122.05%-106.5pp | 318.53%-303.0pp |
| Employer contribution / active EE | $3,865 | $3,314+16.6% | $5,167-25.2% | $2,565+50.7% |
| Participant deferral / active EE | $3,397 | $3,423-0.8% | $5,568-39.0% | $3,952-14.0% |
| Admin fee / account holder | $21,852 | $7,213+203.0% | $16,237+34.6% | $6,260+249.1% |