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 | $69,002 | $87,841-21.4% | $133,980-48.5% | $62,891+9.7% |
| Participation rate | 96.9% | 83.4%+13.5pp | 87.1%+9.8pp | 69.3%+27.6pp |
| Annual return | 41.15% | 12.05%+29.1pp | 29.30%+11.9pp | 20.14%+21.0pp |
| Employer contribution / active EE | $5,212 | $3,483+49.6% | $5,2110% | $2,281+128.5% |
| Participant deferral / active EE | $6,354 | $4,812+32.0% | $6,282+1.1% | $3,203+98.4% |
| Admin fee / account holder | $563 | $5,371-89.5% | $9,324-94.0% | $4,296-86.9% |