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 | $33,944 | $71,050-52.2% | $93,606-63.7% | $80,856-58.0% |
| Participation rate | 90.4% | 60.4%+30.0pp | 68.7%+21.7pp | 67.6%+22.8pp |
| Annual return | 14.99% | 11.26%+3.7pp | 133.20%-118.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,317 | $1,564-15.7% | $2,420-45.6% | $2,755-52.2% |
| Participant deferral / active EE | $2,781 | $4,034-31.1% | $4,411-37.0% | $4,296-35.3% |
| Admin fee / account holder | $678 | $6,945-90.2% | $8,285-91.8% | $6,918-90.2% |