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 | $113,809 | $109,881+3.6% | $150,045-24.2% | $84,808+34.2% |
| Participation rate | 99.0% | 76.1%+22.9pp | 82.3%+16.7pp | 68.3%+30.7pp |
| Annual return | 19.18% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $4,806 | $3,561+35.0% | $4,693+2.4% | $2,631+82.7% |
| Participant deferral / active EE | $9,525 | $6,636+43.5% | $7,997+19.1% | $4,212+126.2% |
| Admin fee / account holder | $23,817 | $8,568+178.0% | $13,435+77.3% | $7,344+224.3% |