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 | $33,500 | $89,652-62.6% | $141,162-76.3% | $65,185-48.6% |
| Participation rate | 87.9% | 74.7%+13.2pp | 82.5%+5.5pp | 70.2%+17.7pp |
| Annual return | 62.49% | 32.79%+29.7pp | 71.39%-8.9pp | 29.38%+33.1pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $10,012 | $5,691+75.9% | $6,709+49.2% | $3,514+184.9% |
| Admin fee / account holder | $595 | $569+4.7% | $10,261-94.2% | $847-29.7% |