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 | $75,822 | $89,652-15.4% | $141,162-46.3% | $65,185+16.3% |
| Participation rate | 89.8% | 74.7%+15.1pp | 82.5%+7.4pp | 70.2%+19.6pp |
| Annual return | 52.60% | 32.79%+19.8pp | 71.39%-18.8pp | 29.38%+23.2pp |
| Employer contribution / active EE | $6,010 | $3,065+96.1% | $4,735+26.9% | $2,177+176.1% |
| Participant deferral / active EE | $8,696 | $5,691+52.8% | $6,709+29.6% | $3,514+147.5% |
| Admin fee / account holder | $3,077 | $569+441.2% | $10,261-70.0% | $847+263.2% |