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 | $70,661 | $88,672-20.3% | $105,223-32.8% | $82,448-14.3% |
| Participation rate | 97.7% | 67.9%+29.8pp | 75.0%+22.7pp | 68.1%+29.7pp |
| Annual return | 16.41% | 30.86%-14.4pp | 180.65%-164.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,022 | $3,048-33.7% | $3,689-45.2% | $2,551-20.7% |
| Participant deferral / active EE | $5,850 | $4,036+44.9% | $5,072+15.3% | $4,139+41.3% |
| Admin fee / account holder | $5,647 | $7,146-21.0% | $8,859-36.3% | $7,234-21.9% |