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 | $89,753-21.3% | $107,525-34.3% | $84,808-16.7% |
| Participation rate | 97.7% | 68.1%+29.7pp | 75.1%+22.7pp | 68.3%+29.4pp |
| Annual return | 16.41% | 29.48%-13.1pp | 181.32%-164.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,022 | $3,113-35.1% | $3,754-46.1% | $2,631-23.2% |
| Participant deferral / active EE | $5,850 | $4,056+44.2% | $5,116+14.4% | $4,212+38.9% |
| Admin fee / account holder | $5,647 | $7,222-21.8% | $8,919-36.7% | $7,344-23.1% |