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 | $72,292 | $98,750-26.8% | $149,696-51.7% | $79,858-9.5% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.1pp |
| Annual return | 38.60% | 27.43%+11.2pp | 276.60%-238.0pp | 31.71%+6.9pp |
| Employer contribution / active EE | $4,817 | $3,216+49.8% | $4,644+3.7% | $2,471+94.9% |
| Participant deferral / active EE | $10,233 | $5,680+80.1% | $6,842+49.6% | $3,740+173.6% |
| Admin fee / account holder | $10,808 | $6,053+78.6% | $9,309+16.1% | $5,306+103.7% |