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 | $53,562 | $76,000-29.5% | $154,107-65.2% | $64,186-16.6% |
| Participation rate | 82.1% | 70.4%+11.7pp | 83.0%-0.9pp | 69.6%+12.6pp |
| Annual return | 0.46% | 30.32%-29.9pp | 735.12%-734.7pp | 7.63%-7.2pp |
| Employer contribution / active EE | $2,659 | $3,351-20.7% | $5,298-49.8% | $2,381+11.7% |
| Participant deferral / active EE | $2,846 | $3,175-10.4% | $5,081-44.0% | $3,470-18.0% |
| Admin fee / account holder | $1,407 | $5,596-74.9% | $13,411-89.5% | $4,888-71.2% |