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 | $46,724 | $125,758-62.8% | $169,993-72.5% | $75,163-37.8% |
| Participation rate | 75.9% | 83.6%-7.6pp | 87.0%-11.0pp | 67.2%+8.8pp |
| Annual return | 38.33% | 27.20%+11.1pp | 53.37%-15.0pp | 160.62%-122.3pp |
| Employer contribution / active EE | $7,815 | $4,615+69.3% | $6,785+15.2% | $2,670+192.7% |
| Participant deferral / active EE | $10,362 | $6,837+51.5% | $10,408-0.4% | $4,125+151.2% |
| Admin fee / account holder | $2,740 | $8,173-66.5% | $12,815-78.6% | $5,651-51.5% |