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 | $79,591 | $105,181-24.3% | $159,436-50.1% | $85,850-7.3% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.8%+8.8pp | 69.3%+22.4pp |
| Annual return | 13.71% | 45.07%-31.4pp | 263.57%-249.9pp | 318.53%-304.8pp |
| Employer contribution / active EE | $4,355 | $3,318+31.2% | $4,829-9.8% | $2,565+69.8% |
| Participant deferral / active EE | $4,132 | $5,945-30.5% | $7,352-43.8% | $3,952+4.6% |
| Admin fee / account holder | $1,996 | $6,933-71.2% | $10,799-81.5% | $6,260-68.1% |