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 | $33,468 | $94,529-64.6% | $140,016-76.1% | $64,186-47.9% |
| Participation rate | 98.8% | 84.1%+14.7pp | 87.5%+11.3pp | 69.6%+29.2pp |
| Annual return | 44.66% | 7.77%+36.9pp | 651.12%-606.5pp | 7.63%+37.0pp |
| Employer contribution / active EE | $2,655 | $3,812-30.4% | $5,606-52.6% | $2,381+11.5% |
| Participant deferral / active EE | $3,904 | $5,250-25.6% | $6,927-43.6% | $3,470+12.5% |
| Admin fee / account holder | $1,738 | $6,741-74.2% | $10,705-83.8% | $4,888-64.4% |