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 | $73,108 | $56,317+29.8% | $71,209+2.7% | $74,304-1.6% |
| Participation rate | 100.0% | 55.1%+44.9pp | 73.8%+26.2pp | 60.3%+39.7pp |
| Annual return | 15.61% | 42.83%-27.2pp | 282.51%-266.9pp | 29.43%-13.8pp |
| Employer contribution / active EE | $3,276 | $2,160+51.7% | $2,721+20.4% | $2,241+46.2% |
| Participant deferral / active EE | $5,430 | $2,788+94.8% | $4,175+30.1% | $3,767+44.1% |
| Admin fee / account holder | $12,049 | $2,290+426.2% | $5,349+125.3% | $2,969+305.8% |