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 | $46,611 | $104,475-55.4% | $159,436-70.8% | $79,386-41.3% |
| Participation rate | 82.1% | 76.6%+5.5pp | 82.8%-0.7pp | 70.7%+11.4pp |
| Annual return | 44.79% | 67.95%-23.2pp | 263.57%-218.8pp | 116.85%-72.1pp |
| Employer contribution / active EE | $1,603 | $3,417-53.1% | $4,829-66.8% | $2,427-34.0% |
| Participant deferral / active EE | $5,044 | $6,467-22.0% | $7,352-31.4% | $4,046+24.7% |
| Admin fee / account holder | $1,282 | $711+80.3% | $10,799-88.1% | $626+104.7% |