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 | $32,451 | $80,753-59.8% | $136,294-76.2% | $62,292-47.9% |
| Participation rate | 83.9% | 73.5%+10.3pp | 81.9%+1.9pp | 69.5%+14.4pp |
| Annual return | 35.19% | 35.83%-0.6pp | 5155.94%-5120.7pp | 28.90%+6.3pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $9,172 | $5,164+77.6% | $6,247+46.8% | $3,169+189.4% |
| Admin fee / account holder | $1,247 | $525+137.3% | $9,243-86.5% | $479+160.1% |