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 | $31,730 | $76,000-58.2% | $154,107-79.4% | $64,186-50.6% |
| Participation rate | 97.5% | 70.4%+27.1pp | 83.0%+14.4pp | 69.6%+27.9pp |
| Annual return | 4.23% | 30.32%-26.1pp | 735.12%-730.9pp | 7.63%-3.4pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,224 | $3,175-30.0% | $5,081-56.2% | $3,470-35.9% |
| Admin fee / account holder | $1,489 | $5,596-73.4% | $13,411-88.9% | $4,888-69.5% |