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 | $59,575 | $77,503-23.1% | $100,391-40.7% | $80,856-26.3% |
| Participation rate | 98.8% | 76.9%+21.8pp | 81.5%+17.3pp | 67.6%+31.1pp |
| Annual return | 77.74% | 37.20%+40.5pp | 49.20%+28.5pp | 35.59%+42.1pp |
| Employer contribution / active EE | $3,769 | $2,801+34.6% | $3,942-4.4% | $2,755+36.8% |
| Participant deferral / active EE | $7,277 | $6,820+6.7% | $8,082-10.0% | $4,296+69.4% |
| Admin fee / account holder | $3,954 | $5,897-32.9% | $7,899-49.9% | $6,918-42.8% |