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 | $42,400 | $53,822-21.2% | $75,696-44.0% | $85,850-50.6% |
| Participation rate | 96.1% | 69.1%+27.0pp | 74.8%+21.3pp | 69.3%+26.8pp |
| Annual return | 20.35% | 24.54%-4.2pp | 104.53%-84.2pp | 318.53%-298.2pp |
| Employer contribution / active EE | $1,436 | $2,017-28.8% | $2,743-47.6% | $2,565-44.0% |
| Participant deferral / active EE | $1,586 | $2,895-45.2% | $3,821-58.5% | $3,952-59.9% |
| Admin fee / account holder | $9,475 | $3,343+183.4% | $3,619+161.8% | $6,260+51.4% |