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 | $57,707 | $51,576+11.9% | $129,207-55.3% | $80,856-28.6% |
| Participation rate | 96.3% | 57.0%+39.3pp | 69.6%+26.7pp | 67.6%+28.7pp |
| Annual return | 11.93% | 20.81%-8.9pp | 9417.33%-9405.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $3,149 | $1,584+98.8% | $4,153-24.2% | $2,755+14.3% |
| Participant deferral / active EE | $3,166 | $2,669+18.6% | $4,168-24.0% | $4,296-26.3% |
| Admin fee / account holder | $14,548 | $4,305+237.9% | $7,715+88.6% | $6,918+110.3% |