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 | $92,158 | $54,705+68.5% | $71,209+29.4% | $84,808+8.7% |
| Participation rate | 97.8% | 64.1%+33.7pp | 73.8%+24.0pp | 68.3%+29.5pp |
| Annual return | 16.74% | 35.90%-19.2pp | 282.51%-265.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,802 | $2,158+76.2% | $2,721+39.7% | $2,631+44.5% |
| Participant deferral / active EE | $5,325 | $3,030+75.7% | $4,175+27.5% | $4,212+26.4% |
| Admin fee / account holder | $4,937 | $4,863+1.5% | $5,349-7.7% | $7,344-32.8% |