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 | $62,351 | $96,137-35.1% | $136,007-54.2% | $80,874-22.9% |
| Participation rate | 97.6% | 71.2%+26.4pp | 76.5%+21.2pp | 67.6%+30.0pp |
| Annual return | 13.57% | 28.70%-15.1pp | 579.32%-565.8pp | 35.62%-22.1pp |
| Employer contribution / active EE | $6,071 | $3,350+81.2% | $4,215+44.0% | $2,756+120.3% |
| Participant deferral / active EE | $3,911 | $5,706-31.5% | $7,024-44.3% | $4,297-9.0% |
| Admin fee / account holder | $2,948 | $8,236-64.2% | $6,858-57.0% | $6,935-57.5% |