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 | $33,281 | $85,202-60.9% | $172,739-80.7% | $72,985-54.4% |
| Participation rate | 94.9% | 70.1%+24.8pp | 82.6%+12.3pp | 69.5%+25.4pp |
| Annual return | 22.43% | 27.32%-4.9pp | 802.84%-780.4pp | 81.00%-58.6pp |
| Employer contribution / active EE | $3,015 | $3,324-9.3% | $5,143-41.4% | $2,440+23.6% |
| Participant deferral / active EE | $4,304 | $3,260+32.0% | $5,198-17.2% | $3,607+19.3% |
| Admin fee / account holder | $3,888 | $5,884-33.9% | $13,954-72.1% | $5,124-24.1% |