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 | $36,425 | $102,317-64.4% | $146,958-75.2% | $80,856-55.0% |
| Participation rate | 98.3% | 75.8%+22.5pp | 82.2%+16.2pp | 67.6%+30.7pp |
| Annual return | 20.31% | 134.76%-114.5pp | 418.34%-398.0pp | 35.59%-15.3pp |
| Employer contribution / active EE | $3,279 | $3,713-11.7% | $4,933-33.5% | $2,755+19.0% |
| Participant deferral / active EE | $5,673 | $6,644-14.6% | $8,070-29.7% | $4,296+32.1% |
| Admin fee / account holder | $1,496 | $7,941-81.2% | $12,998-88.5% | $6,918-78.4% |