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 | $34,068 | $102,382-66.7% | $147,005-76.8% | $80,874-57.9% |
| Participation rate | 98.8% | 75.8%+22.9pp | 82.2%+16.6pp | 67.6%+31.1pp |
| Annual return | 19.17% | 134.89%-115.7pp | 418.76%-399.6pp | 35.62%-16.5pp |
| Employer contribution / active EE | $3,386 | $3,715-8.9% | $4,934-31.4% | $2,756+22.9% |
| Participant deferral / active EE | $6,788 | $6,646+2.1% | $8,070-15.9% | $4,297+58.0% |
| Admin fee / account holder | $4,655 | $7,942-41.4% | $13,006-64.2% | $6,935-32.9% |