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 | $99,316 | $84,233+17.9% | $170,442-41.7% | $70,131+41.6% |
| Participation rate | 87.7% | 70.8%+16.8pp | 83.6%+4.1pp | 69.5%+18.1pp |
| Annual return | 19.07% | 23.06%-4.0pp | 205.93%-186.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $4,965 | $3,387+46.6% | $5,433-8.6% | $2,342+112.0% |
| Participant deferral / active EE | $4,177 | $3,086+35.4% | $4,939-15.4% | $3,332+25.4% |
| Admin fee / account holder | $1,064 | $5,698-81.3% | $13,880-92.3% | $4,645-77.1% |