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 | $37,276 | $80,177-53.5% | $123,892-69.9% | $57,658-35.4% |
| Participation rate | 93.4% | 74.4%+19.0pp | 81.4%+12.0pp | 70.2%+23.2pp |
| Annual return | 88.00% | 17.90%+70.1pp | 47.52%+40.5pp | 5.13%+82.9pp |
| Employer contribution / active EE | $1,246 | $2,913-57.2% | $4,617-73.0% | $1,974-36.9% |
| Participant deferral / active EE | $2,867 | $5,130-44.1% | $5,984-52.1% | $3,061-6.3% |
| Admin fee / account holder | $3,347 | $106+3048.2% | $8,357-59.9% | $95+3440.6% |