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 | $51,684 | $102,317-49.5% | $146,958-64.8% | $80,856-36.1% |
| Participation rate | 96.5% | 75.8%+20.6pp | 82.2%+14.3pp | 67.6%+28.8pp |
| Annual return | 15.10% | 134.76%-119.7pp | 418.34%-403.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,694 | $3,713-0.5% | $4,933-25.1% | $2,755+34.1% |
| Participant deferral / active EE | $7,478 | $6,644+12.6% | $8,070-7.3% | $4,296+74.1% |
| Admin fee / account holder | $5,487 | $7,941-30.9% | $12,998-57.8% | $6,918-20.7% |