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 | $33,660 | $65,365-48.5% | $92,893-63.8% | $72,985-53.9% |
| Participation rate | 83.8% | 68.3%+15.4pp | 76.0%+7.7pp | 69.5%+14.3pp |
| Annual return | 23.31% | 42.10%-18.8pp | 109.41%-86.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,096 | $2,594-57.7% | $3,653-70.0% | $2,440-55.1% |
| Participant deferral / active EE | $2,232 | $3,128-28.6% | $4,236-47.3% | $3,607-38.1% |
| Admin fee / account holder | $349 | $4,251-91.8% | $5,794-94.0% | $5,124-93.2% |