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 | $53,027 | $59,417-10.8% | $93,606-43.4% | $74,495-28.8% |
| Participation rate | 72.5% | 59.7%+12.8pp | 68.7%+3.8pp | 67.2%+5.3pp |
| Annual return | 12.92% | 81.83%-68.9pp | 133.20%-120.3pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,025 | $1,264-18.9% | $2,420-57.6% | $2,623-60.9% |
| Participant deferral / active EE | $3,586 | $3,050+17.6% | $4,411-18.7% | $4,346-17.5% |
| Admin fee / account holder | $7,235 | $3,021+139.5% | $8,285-12.7% | $1,942+272.6% |