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 | $45,520 | $137,414-66.9% | $189,513-76.0% | $85,850-47.0% |
| Participation rate | 93.4% | 84.6%+8.8pp | 87.8%+5.6pp | 69.3%+24.1pp |
| Annual return | 21.78% | 38.14%-16.4pp | 555.15%-533.4pp | 318.53%-296.8pp |
| Employer contribution / active EE | $1,971 | $4,344-54.6% | $6,162-68.0% | $2,565-23.2% |
| Participant deferral / active EE | $5,062 | $6,260-19.1% | $8,221-38.4% | $3,952+28.1% |
| Admin fee / account holder | $2,049 | $8,630-76.3% | $12,045-83.0% | $6,260-67.3% |