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 | $48,431 | $52,353-7.5% | $120,225-59.7% | $82,448-41.3% |
| Participation rate | 75.3% | 58.3%+17.0pp | 69.6%+5.7pp | 68.1%+7.3pp |
| Annual return | 19.29% | 61.85%-42.6pp | 439.23%-419.9pp | 41.64%-22.3pp |
| Employer contribution / active EE | $3,821 | $1,510+153.0% | $3,475+9.9% | $2,551+49.8% |
| Participant deferral / active EE | $1,458 | $2,627-44.5% | $3,999-63.5% | $4,139-64.8% |
| Admin fee / account holder | $5,335 | $4,363+22.3% | $5,696-6.3% | $7,234-26.3% |