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 | $22,609 | $53,822-58.0% | $75,696-70.1% | $85,850-73.7% |
| Participation rate | 83.6% | 69.1%+14.5pp | 74.8%+8.7pp | 69.3%+14.2pp |
| Annual return | 16.58% | 24.54%-8.0pp | 104.53%-87.9pp | 318.53%-302.0pp |
| Employer contribution / active EE | $1,773 | $2,017-12.1% | $2,743-35.3% | $2,565-30.9% |
| Participant deferral / active EE | $2,428 | $2,895-16.1% | $3,821-36.5% | $3,952-38.6% |
| Admin fee / account holder | $383 | $3,343-88.5% | $3,619-89.4% | $6,260-93.9% |