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 | $43,865 | $57,354-23.5% | $83,848-47.7% | $64,186-31.7% |
| Participation rate | 89.8% | 68.6%+21.2pp | 76.1%+13.7pp | 69.6%+20.2pp |
| Annual return | -2.37% | 11.38%-13.8pp | 850.88%-853.2pp | 7.63%-10.0pp |
| Employer contribution / active EE | $3,659 | $2,545+43.8% | $3,631+0.8% | $2,381+53.7% |
| Participant deferral / active EE | $1,433 | $2,993-52.1% | $4,082-64.9% | $3,470-58.7% |
| Admin fee / account holder | $342 | $4,046-91.5% | $5,478-93.8% | $4,888-93.0% |