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 | $21,449 | $95,416-77.5% | $185,823-88.5% | $85,850-75.0% |
| Participation rate | 97.4% | 68.8%+28.7pp | 81.7%+15.7pp | 69.3%+28.1pp |
| Annual return | 21.62% | 23.59%-2.0pp | 122.05%-100.4pp | 318.53%-296.9pp |
| Employer contribution / active EE | $1,505 | $3,314-54.6% | $5,167-70.9% | $2,565-41.3% |
| Participant deferral / active EE | $1,685 | $3,423-50.8% | $5,568-69.7% | $3,952-57.3% |
| Admin fee / account holder | $2,087 | $7,213-71.1% | $16,237-87.1% | $6,260-66.7% |