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 | $61,400 | $86,286-28.8% | $111,297-44.8% | $85,850-28.5% |
| Participation rate | 91.9% | 73.3%+18.5pp | 77.3%+14.5pp | 69.3%+22.5pp |
| Annual return | 14.98% | 19.99%-5.0pp | 54.65%-39.7pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,125 | $2,043-44.9% | $2,731-58.8% | $2,565-56.1% |
| Participant deferral / active EE | $5,780 | $3,641+58.8% | $4,487+28.8% | $3,952+46.3% |
| Admin fee / account holder | $4,439 | $8,188-45.8% | $7,964-44.3% | $6,260-29.1% |