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 | $33,413 | $65,862-49.3% | $124,672-73.2% | $79,386-57.9% |
| Participation rate | 96.0% | 62.2%+33.8pp | 74.6%+21.4pp | 70.7%+25.3pp |
| Annual return | 13.93% | 19.02%-5.1pp | 5142.93%-5129.0pp | 116.85%-102.9pp |
| Employer contribution / active EE | $1,404 | $1,883-25.5% | $3,324-57.8% | $2,427-42.2% |
| Participant deferral / active EE | $4,156 | $2,772+49.9% | $4,614-9.9% | $4,046+2.7% |
| Admin fee / account holder | $310 | $673-54.0% | $7,493-95.9% | $626-50.6% |