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 | $44,579 | $48,046-7.2% | $84,611-47.3% | $72,985-38.9% |
| Participation rate | 81.6% | 57.6%+24.0pp | 68.2%+13.4pp | 69.5%+12.1pp |
| Annual return | 23.17% | 37.38%-14.2pp | 258.74%-235.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $2,867 | $1,602+79.0% | $2,652+8.1% | $2,440+17.5% |
| Participant deferral / active EE | $4,518 | $2,680+68.6% | $3,899+15.9% | $3,607+25.3% |
| Admin fee / account holder | $1,036 | $3,395-69.5% | $4,912-78.9% | $5,124-79.8% |