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 4-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 | $20,277 | $67,984-70.2% | $65,493-69.0% | $74,304-72.7% |
| Participation rate | 73.8% | 66.3%+7.5pp | 73.1%+0.7pp | 60.3%+13.5pp |
| Annual return | 15.98% | 19.87%-3.9pp | 982.45%-966.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $2,507 | $2,491+0.6% | $2,574-2.6% | $2,241+11.8% |
| Participant deferral / active EE | $1,201 | $3,346-64.1% | $3,961-69.7% | $3,767-68.1% |
| Admin fee / account holder | $2,851 | $1,373+107.7% | $5,028-43.3% | $2,969-4.0% |