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 | $39,248 | $48,795-19.6% | $65,493-40.1% | $84,808-53.7% |
| Participation rate | 92.6% | 67.0%+25.6pp | 73.1%+19.5pp | 68.3%+24.3pp |
| Annual return | 14.48% | 20.20%-5.7pp | 982.45%-968.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,776 | $1,930-8.0% | $2,574-31.0% | $2,631-32.5% |
| Participant deferral / active EE | $2,840 | $2,928-3.0% | $3,961-28.3% | $4,212-32.6% |
| Admin fee / account holder | $482 | $3,877-87.6% | $5,028-90.4% | $7,344-93.4% |