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 | $36,856 | $89,739-58.9% | $149,718-75.4% | $62,292-40.8% |
| Participation rate | 98.1% | 85.1%+13.0pp | 87.1%+11.1pp | 69.5%+28.6pp |
| Annual return | 39.77% | 21.01%+18.8pp | 1501.63%-1461.9pp | 28.90%+10.9pp |
| Employer contribution / active EE | $2,714 | $3,233-16.0% | $5,445-50.2% | $2,042+32.9% |
| Participant deferral / active EE | $5,322 | $4,797+10.9% | $6,569-19.0% | $3,169+67.9% |
| Admin fee / account holder | $1,641 | $551+197.7% | $11,283-85.5% | $479+242.3% |