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 | $37,045 | $62,327-40.6% | $120,354-69.2% | $74,495-50.3% |
| Participation rate | 93.4% | 56.8%+36.6pp | 71.9%+21.5pp | 67.2%+26.2pp |
| Annual return | 15.19% | 18.61%-3.4pp | 107.15%-92.0pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $2,871 | $1,843+55.7% | $3,463-17.1% | $2,623+9.4% |
| Participant deferral / active EE | $4,763 | $2,893+64.7% | $4,991-4.6% | $4,346+9.6% |
| Admin fee / account holder | $6,357 | $2,396+165.3% | $9,423-32.5% | $1,942+227.4% |