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 7-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 | $67,042 | $84,487-20.6% | $125,339-46.5% | $66,914+0.2% |
| Participation rate | 89.5% | 76.4%+13.1pp | 82.4%+7.1pp | 69.8%+19.7pp |
| Annual return | 14.37% | -8.39%+22.8pp | 572.05%-557.7pp | 1.58%+12.8pp |
| Employer contribution / active EE | $2,686 | $3,553-24.4% | $4,814-44.2% | $2,544+5.6% |
| Participant deferral / active EE | $7,865 | $6,781+16.0% | $7,446+5.6% | $4,237+85.6% |
| Admin fee / account holder | $6,582 | $685+860.8% | $10,010-34.2% | $593+1009.4% |