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 | $22,077 | $58,264-62.1% | $86,612-74.5% | $71,457-69.1% |
| Participation rate | 78.4% | 65.0%+13.4pp | 71.7%+6.7pp | 67.9%+10.5pp |
| Annual return | 20.38% | 21.63%-1.2pp | 591.07%-570.7pp | 28.85%-8.5pp |
| Employer contribution / active EE | $673 | $2,574-73.8% | $3,022-77.7% | $2,588-74.0% |
| Participant deferral / active EE | $2,652 | $3,436-22.8% | $4,438-40.2% | $4,289-38.2% |
| Admin fee / account holder | $3,715 | $1,057+251.4% | $5,614-33.8% | $1,587+134.0% |