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 | $28,532 | $57,281-50.2% | $86,612-67.1% | $75,163-62.0% |
| Participation rate | 92.3% | 63.2%+29.1pp | 71.7%+20.6pp | 67.2%+25.1pp |
| Annual return | 18.72% | 2670.75%-2652.0pp | 591.07%-572.3pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,829 | $2,314-21.0% | $3,022-39.5% | $2,670-31.5% |
| Participant deferral / active EE | $2,067 | $3,318-37.7% | $4,438-53.4% | $4,125-49.9% |
| Admin fee / account holder | $873 | $4,112-78.8% | $5,614-84.4% | $5,651-84.5% |