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 | $57,400 | $29,667+93.5% | $56,441+1.7% | $80,874-29.0% |
| Participation rate | 94.2% | 41.7%+52.5pp | 52.5%+41.7pp | 67.6%+26.5pp |
| Annual return | 11.25% | 35.22%-24.0pp | 1704.21%-1693.0pp | 35.62%-24.4pp |
| Employer contribution / active EE | $1,742 | $669+160.2% | $1,039+67.6% | $2,756-36.8% |
| Participant deferral / active EE | $4,257 | $1,227+247.1% | $1,953+118.0% | $4,297-0.9% |
| Admin fee / account holder | $1,653 | $2,429-31.9% | $2,829-41.6% | $6,935-76.2% |