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 | $58,446 | $41,078+42.3% | $80,569-27.5% | $71,457-18.2% |
| Participation rate | 87.4% | 50.2%+37.2pp | 67.0%+20.4pp | 67.9%+19.5pp |
| Annual return | 18.50% | 38.45%-20.0pp | 935.43%-916.9pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,912 | $1,506+27.0% | $2,723-29.8% | $2,588-26.1% |
| Participant deferral / active EE | $5,145 | $2,699+90.6% | $4,447+15.7% | $4,289+20.0% |
| Admin fee / account holder | $1,112 | $1,840-39.6% | $5,377-79.3% | $1,587-29.9% |