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 | $67,831 | $81,625-16.9% | $167,512-59.5% | $74,304-8.7% |
| Participation rate | 77.1% | 60.0%+17.1pp | 77.1%+0.1pp | 60.3%+16.8pp |
| Annual return | 20.42% | 26.09%-5.7pp | 1615.79%-1595.4pp | 29.43%-9.0pp |
| Employer contribution / active EE | $2,516 | $2,010+25.2% | $3,882-35.2% | $2,241+12.3% |
| Participant deferral / active EE | $5,635 | $4,115+36.9% | $6,405-12.0% | $3,767+49.6% |
| Admin fee / account holder | $1,288 | $3,474-62.9% | $9,769-86.8% | $2,969-56.6% |