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 | $80,837 | $70,475+14.7% | $100,516-19.6% | $79,858+1.2% |
| Participation rate | 93.0% | 73.7%+19.3pp | 79.4%+13.6pp | 69.6%+23.3pp |
| Annual return | 57.49% | 21.90%+35.6pp | 30.89%+26.6pp | 31.71%+25.8pp |
| Employer contribution / active EE | $2,634 | $2,165+21.7% | $3,418-22.9% | $2,471+6.6% |
| Participant deferral / active EE | $13,408 | $5,181+158.8% | $6,270+113.9% | $3,740+258.5% |
| Admin fee / account holder | $4,622 | $4,478+3.2% | $8,081-42.8% | $5,306-12.9% |