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 | $50,573 | $86,944-41.8% | $107,525-53.0% | $74,304-31.9% |
| Participation rate | 70.3% | 59.6%+10.8pp | 75.1%-4.8pp | 60.3%+10.0pp |
| Annual return | 15.95% | 23.52%-7.6pp | 181.32%-165.4pp | 29.43%-13.5pp |
| Employer contribution / active EE | $3,124 | $2,757+13.3% | $3,754-16.8% | $2,241+39.4% |
| Participant deferral / active EE | $4,852 | $3,554+36.5% | $5,116-5.2% | $3,767+28.8% |
| Admin fee / account holder | $4,199 | $3,727+12.7% | $8,919-52.9% | $2,969+41.4% |