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 9-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 | $74,273 | $79,013-6.0% | $100,391-26.0% | $74,495-0.3% |
| Participation rate | 70.3% | 79.5%-9.2pp | 81.5%-11.2pp | 67.2%+3.1pp |
| Annual return | 20.13% | 20.41%-0.3pp | 49.20%-29.1pp | 1364.94%-1344.8pp |
| Employer contribution / active EE | $2,390 | $3,021-20.9% | $3,942-39.4% | $2,623-8.9% |
| Participant deferral / active EE | $4,578 | $7,760-41.0% | $8,082-43.4% | $4,346+5.3% |
| Admin fee / account holder | $302 | $1,320-77.1% | $7,899-96.2% | $1,942-84.4% |