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 | $68,768 | $71,050-3.2% | $93,606-26.5% | $80,856-14.9% |
| Participation rate | 98.6% | 60.4%+38.2pp | 68.7%+29.9pp | 67.6%+31.0pp |
| Annual return | 16.28% | 11.26%+5.0pp | 133.20%-116.9pp | 35.59%-19.3pp |
| Employer contribution / active EE | $5,764 | $1,564+268.6% | $2,420+138.2% | $2,755+109.2% |
| Participant deferral / active EE | $3,138 | $4,034-22.2% | $4,411-28.9% | $4,296-27.0% |
| Admin fee / account holder | $2,279 | $6,945-67.2% | $8,285-72.5% | $6,918-67.1% |