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 | $68,258 | $78,705-13.3% | $117,854-42.1% | $70,131-2.7% |
| Participation rate | 96.7% | 73.2%+23.5pp | 79.7%+17.0pp | 69.5%+27.1pp |
| Annual return | 19.19% | 23.30%-4.1pp | 335.08%-315.9pp | 73.14%-53.9pp |
| Employer contribution / active EE | $998 | $2,223-55.1% | $3,786-73.6% | $2,342-57.4% |
| Participant deferral / active EE | $4,462 | $3,297+35.3% | $4,482-0.4% | $3,332+33.9% |
| Admin fee / account holder | $1,459 | $5,065-71.2% | $8,020-81.8% | $4,645-68.6% |