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 | $21,783 | $57,281-62.0% | $86,612-74.9% | $75,163-71.0% |
| Participation rate | 86.7% | 63.2%+23.5pp | 71.7%+15.0pp | 67.2%+19.5pp |
| Annual return | 15.85% | 2670.75%-2654.9pp | 591.07%-575.2pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,648 | $2,314-28.8% | $3,022-45.5% | $2,670-38.3% |
| Participant deferral / active EE | $2,679 | $3,318-19.2% | $4,438-39.6% | $4,125-35.1% |
| Admin fee / account holder | $3,187 | $4,112-22.5% | $5,614-43.2% | $5,651-43.6% |