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 | $22,784 | $77,899-70.8% | $149,673-84.8% | $75,163-69.7% |
| Participation rate | 87.3% | 65.6%+21.8pp | 78.8%+8.6pp | 67.2%+20.1pp |
| Annual return | 18.45% | 31.72%-13.3pp | 134.42%-116.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $7,869 | $3,137+150.8% | $4,818+63.3% | $2,670+194.7% |
| Participant deferral / active EE | $2,265 | $3,411-33.6% | $5,680-60.1% | $4,125-45.1% |
| Admin fee / account holder | $2,634 | $5,956-55.8% | $13,210-80.1% | $5,651-53.4% |