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 | $226,928 | $80,717+181.1% | $154,803+46.6% | $84,808+167.6% |
| Participation rate | 84.0% | 66.8%+17.1pp | 78.1%+5.9pp | 68.3%+15.6pp |
| Annual return | 16.05% | 37.96%-21.9pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,613 | $2,761+30.9% | $4,305-16.1% | $2,631+37.3% |
| Participant deferral / active EE | $6,027 | $3,303+82.5% | $5,540+8.8% | $4,212+43.1% |
| Admin fee / account holder | $5,880 | $6,746-12.8% | $14,329-59.0% | $7,344-19.9% |