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 | $68,444 | $52,279+30.9% | $89,391-23.4% | $79,858-14.3% |
| Participation rate | 95.7% | 57.5%+38.2pp | 68.0%+27.7pp | 69.6%+26.1pp |
| Annual return | 18.14% | 22.16%-4.0pp | 245.62%-227.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $2,958 | $1,572+88.2% | $2,586+14.4% | $2,471+19.7% |
| Participant deferral / active EE | $5,362 | $2,740+95.7% | $3,890+37.9% | $3,740+43.4% |
| Admin fee / account holder | $345 | $3,356-89.7% | $4,881-92.9% | $5,306-93.5% |