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 | $35,618 | $54,517-34.7% | $75,972-53.1% | $74,495-52.2% |
| Participation rate | 79.8% | 60.3%+19.5pp | 69.1%+10.8pp | 67.2%+12.6pp |
| Annual return | 11.17% | 31.82%-20.7pp | 359.55%-348.4pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,997 | $1,777+12.4% | $2,685-25.6% | $2,623-23.9% |
| Participant deferral / active EE | $3,817 | $3,066+24.5% | $4,255-10.3% | $4,346-12.2% |
| Admin fee / account holder | $4,673 | $2,229+109.7% | $6,467-27.7% | $1,942+140.7% |