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 | $40,350 | $102,553-60.7% | $151,611-73.4% | $66,914-39.7% |
| Participation rate | 76.1% | 85.5%-9.4pp | 87.5%-11.4pp | 69.8%+6.3pp |
| Annual return | 10.67% | -10.82%+21.5pp | 3.33%+7.3pp | 1.58%+9.1pp |
| Employer contribution / active EE | $2,269 | $4,180-45.7% | $6,166-63.2% | $2,544-10.8% |
| Participant deferral / active EE | $4,170 | $6,641-37.2% | $8,363-50.1% | $4,237-1.6% |
| Admin fee / account holder | $6,499 | $630+931.8% | $11,616-44.1% | $593+995.4% |