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 | $58,907 | $91,190-35.4% | $178,490-67.0% | $79,858-26.2% |
| Participation rate | 89.4% | 69.2%+20.2pp | 81.9%+7.5pp | 69.6%+19.8pp |
| Annual return | 21.05% | 24.19%-3.1pp | 151.07%-130.0pp | 31.71%-10.7pp |
| Employer contribution / active EE | $5,859 | $3,256+80.0% | $5,011+16.9% | $2,471+137.1% |
| Participant deferral / active EE | $10,876 | $3,236+236.1% | $5,202+109.1% | $3,740+190.8% |
| Admin fee / account holder | $1,815 | $6,751-73.1% | $13,984-87.0% | $5,306-65.8% |