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 | $28,915 | $91,190-68.3% | $178,490-83.8% | $79,858-63.8% |
| Participation rate | 94.7% | 69.2%+25.5pp | 81.9%+12.7pp | 69.6%+25.0pp |
| Annual return | 43.22% | 24.19%+19.0pp | 151.07%-107.8pp | 31.71%+11.5pp |
| Employer contribution / active EE | $1,051 | $3,256-67.7% | $5,011-79.0% | $2,471-57.5% |
| Participant deferral / active EE | $4,104 | $3,236+26.8% | $5,202-21.1% | $3,740+9.7% |
| Admin fee / account holder | $2,211 | $6,751-67.2% | $13,984-84.2% | $5,306-58.3% |