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 | $54,139 | $65,561-17.4% | $86,188-37.2% | $75,163-28.0% |
| Participation rate | 95.3% | 60.5%+34.8pp | 69.0%+26.4pp | 67.2%+28.1pp |
| Annual return | 15.94% | 46.05%-30.1pp | 1168.45%-1152.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,298 | $1,553-16.4% | $2,380-45.5% | $2,670-51.4% |
| Participant deferral / active EE | $2,768 | $3,024-8.5% | $3,985-30.6% | $4,125-32.9% |
| Admin fee / account holder | $485 | $5,474-91.1% | $6,852-92.9% | $5,651-91.4% |