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 | $65,105 | $99,957-34.9% | $149,696-56.5% | $73,488-11.4% |
| Participation rate | 79.8% | 75.7%+4.1pp | 82.5%-2.7pp | 70.7%+9.1pp |
| Annual return | 28.39% | 53.87%-25.5pp | 276.60%-248.2pp | 28.51%-0.1pp |
| Employer contribution / active EE | $3,267 | $3,191+2.4% | $4,644-29.7% | $2,270+43.9% |
| Participant deferral / active EE | $2,941 | $6,073-51.6% | $6,842-57.0% | $3,740-21.3% |
| Admin fee / account holder | $3,865 | $551+601.8% | $9,309-58.5% | $513+653.2% |