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 | $21,598 | $46,732-53.8% | $156,549-86.2% | $55,167-60.8% |
| Participation rate | 89.2% | 65.8%+23.4pp | 84.0%+5.2pp | 69.0%+20.2pp |
| Annual return | 11.02% | 17.72%-6.7pp | 32.23%-21.2pp | 169.23%-158.2pp |
| Employer contribution / active EE | $3,022 | $2,105+43.6% | $5,501-45.1% | $1,963+54.0% |
| Participant deferral / active EE | $7,037 | $2,204+219.3% | $4,871+44.5% | $3,054+130.4% |
| Admin fee / account holder | $3,622 | $418+765.8% | $13,027-72.2% | $504+618.9% |