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 | $134,834 | $58,264+131.4% | $86,612+55.7% | $71,457+88.7% |
| Participation rate | 84.6% | 65.0%+19.6pp | 71.7%+12.9pp | 67.9%+16.7pp |
| Annual return | 18.60% | 21.63%-3.0pp | 591.07%-572.5pp | 28.85%-10.2pp |
| Employer contribution / active EE | $1,153 | $2,574-55.2% | $3,022-61.9% | $2,588-55.4% |
| Participant deferral / active EE | $5,761 | $3,436+67.7% | $4,438+29.8% | $4,289+34.3% |
| Admin fee / account holder | $7,496 | $1,057+609.1% | $5,614+33.5% | $1,587+372.3% |