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 | $27,464 | $63,114-56.5% | $92,893-70.4% | $65,185-57.9% |
| Participation rate | 71.2% | 68.8%+2.4pp | 76.0%-4.8pp | 70.2%+1.0pp |
| Annual return | 70.20% | 28.75%+41.4pp | 109.41%-39.2pp | 29.38%+40.8pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,670 | $3,108-14.1% | $4,236-37.0% | $3,514-24.0% |
| Admin fee / account holder | $2,595 | $624+316.1% | $5,794-55.2% | $847+206.3% |