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 | $58,000 | $51,244+13.2% | $80,975-28.4% | $55,167+5.1% |
| Participation rate | 83.9% | 71.7%+12.2pp | 75.8%+8.1pp | 69.0%+14.9pp |
| Annual return | 45.30% | 17.39%+27.9pp | 17.10%+28.2pp | 169.23%-123.9pp |
| Employer contribution / active EE | $3,622 | $1,770+104.6% | $3,714-2.5% | $1,963+84.6% |
| Participant deferral / active EE | $7,418 | $4,418+67.9% | $5,696+30.2% | $3,054+142.9% |
| Admin fee / account holder | $1,865 | $398+368.4% | $5,516-66.2% | $504+270.0% |