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 | $79,879 | $105,181-24.1% | $159,436-49.9% | $85,850-7.0% |
| Participation rate | 91.8% | 75.8%+16.0pp | 82.8%+9.0pp | 69.3%+22.5pp |
| Annual return | 19.85% | 45.07%-25.2pp | 263.57%-243.7pp | 318.53%-298.7pp |
| Employer contribution / active EE | $4,697 | $3,318+41.6% | $4,829-2.7% | $2,565+83.1% |
| Participant deferral / active EE | $8,901 | $5,945+49.7% | $7,352+21.1% | $3,952+125.3% |
| Admin fee / account holder | $756 | $6,933-89.1% | $10,799-93.0% | $6,260-87.9% |