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 | $40,614 | $71,192-43.0% | $117,854-65.5% | $62,292-34.8% |
| Participation rate | 90.3% | 74.2%+16.1pp | 79.7%+10.6pp | 69.5%+20.8pp |
| Annual return | 13.86% | 18.66%-4.8pp | 335.08%-321.2pp | 28.90%-15.0pp |
| Employer contribution / active EE | $2,457 | $1,934+27.0% | $3,786-35.1% | $2,042+20.3% |
| Participant deferral / active EE | $5,041 | $3,189+58.1% | $4,482+12.5% | $3,169+59.1% |
| Admin fee / account holder | $4,435 | $587+655.2% | $8,020-44.7% | $479+825.2% |