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 | $79,074 | $100,923-21.6% | $150,045-47.3% | $74,304+6.4% |
| Participation rate | 97.4% | 70.1%+27.3pp | 82.3%+15.0pp | 60.3%+37.0pp |
| Annual return | 31.80% | 51.77%-20.0pp | 62.55%-30.8pp | 29.43%+2.4pp |
| Employer contribution / active EE | $6,504 | $3,463+87.8% | $4,693+38.6% | $2,241+190.2% |
| Participant deferral / active EE | $10,657 | $6,709+58.8% | $7,997+33.3% | $3,767+182.9% |
| Admin fee / account holder | $3,248 | $2,767+17.4% | $13,435-75.8% | $2,969+9.4% |