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 | $52,510 | $77,145-31.9% | $108,410-51.6% | $85,850-38.8% |
| Participation rate | 97.4% | 74.7%+22.8pp | 80.1%+17.3pp | 69.3%+28.1pp |
| Annual return | 21.73% | 44.54%-22.8pp | 905.27%-883.5pp | 318.53%-296.8pp |
| Employer contribution / active EE | $2,315 | $2,379-2.7% | $3,558-34.9% | $2,565-9.8% |
| Participant deferral / active EE | $4,376 | $5,566-21.4% | $6,563-33.3% | $3,952+10.7% |
| Admin fee / account holder | $5,437 | $5,172+5.1% | $7,295-25.5% | $6,260-13.1% |