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 | $47,900 | $58,694-18.4% | $142,863-66.5% | $85,850-44.2% |
| Participation rate | 98.5% | 58.5%+40.0pp | 71.9%+26.6pp | 69.3%+29.2pp |
| Annual return | 13.16% | 27.72%-14.6pp | 5637.54%-5624.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $2,522 | $1,423+77.3% | $4,144-39.1% | $2,565-1.7% |
| Participant deferral / active EE | $3,144 | $2,607+20.6% | $3,837-18.1% | $3,952-20.4% |
| Admin fee / account holder | $1,751 | $4,239-58.7% | $6,560-73.3% | $6,260-72.0% |