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 | $31,248 | $55,453-43.6% | $170,442-81.7% | $62,292-49.8% |
| Participation rate | 90.1% | 66.4%+23.7pp | 83.6%+6.5pp | 69.5%+20.6pp |
| Annual return | 20.64% | 21.38%-0.7pp | 205.93%-185.3pp | 28.90%-8.3pp |
| Employer contribution / active EE | $1,735 | $2,164-19.8% | $5,433-68.1% | $2,042-15.0% |
| Participant deferral / active EE | $1,663 | $2,303-27.8% | $4,939-66.3% | $3,169-47.5% |
| Admin fee / account holder | $1,721 | $455+278.1% | $13,880-87.6% | $479+258.9% |