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 | $41,615 | $91,190-54.4% | $178,490-76.7% | $79,858-47.9% |
| Participation rate | 94.8% | 69.2%+25.6pp | 81.9%+12.9pp | 69.6%+25.2pp |
| Annual return | 15.57% | 24.19%-8.6pp | 151.07%-135.5pp | 31.71%-16.1pp |
| Employer contribution / active EE | $799 | $3,256-75.4% | $5,011-84.0% | $2,471-67.6% |
| Participant deferral / active EE | $3,051 | $3,236-5.7% | $5,202-41.3% | $3,740-18.4% |
| Admin fee / account holder | $1,242 | $6,751-81.6% | $13,984-91.1% | $5,306-76.6% |