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 | $33,039 | $55,415-40.4% | $155,509-78.8% | $74,495-55.6% |
| Participation rate | 73.8% | 61.9%+11.9pp | 78.2%-4.4pp | 67.2%+6.6pp |
| Annual return | 18.05% | 268.50%-250.4pp | 64.67%-46.6pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $1,015 | $2,267-55.2% | $4,672-78.3% | $2,623-61.3% |
| Participant deferral / active EE | $2,855 | $2,836+0.7% | $5,626-49.3% | $4,346-34.3% |
| Admin fee / account holder | $1,073 | $1,738-38.3% | $15,912-93.3% | $1,942-44.7% |