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 | $92,297 | $45,035+104.9% | $62,995+46.5% | $70,131+31.6% |
| Participation rate | 94.1% | 69.5%+24.6pp | 74.8%+19.3pp | 69.5%+24.6pp |
| Annual return | 18.05% | 18.76%-0.7pp | 87.57%-69.5pp | 73.14%-55.1pp |
| Employer contribution / active EE | $6,133 | $2,051+199.0% | $2,759+122.3% | $2,342+161.8% |
| Participant deferral / active EE | $6,830 | $2,465+177.1% | $3,329+105.1% | $3,332+105.0% |
| Admin fee / account holder | $2,390 | $2,834-15.7% | $3,600-33.6% | $4,645-48.5% |