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 | $115,795 | $93,571+23.8% | $135,903-14.8% | $75,163+54.1% |
| Participation rate | 71.6% | 75.2%-3.6pp | 81.9%-10.3pp | 67.2%+4.4pp |
| Annual return | 39.58% | 30.90%+8.7pp | 68.23%-28.7pp | 160.62%-121.0pp |
| Employer contribution / active EE | $5,858 | $3,537+65.6% | $4,856+20.6% | $2,670+119.4% |
| Participant deferral / active EE | $14,352 | $6,404+124.1% | $7,758+85.0% | $4,125+247.9% |
| Admin fee / account holder | $23,192 | $6,975+232.5% | $10,762+115.5% | $5,651+310.4% |