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 | $76,278 | $52,279+45.9% | $89,391-14.7% | $79,858-4.5% |
| Participation rate | 87.5% | 57.5%+30.0pp | 68.0%+19.5pp | 69.6%+17.9pp |
| Annual return | 18.08% | 22.16%-4.1pp | 245.62%-227.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $4,255 | $1,572+170.8% | $2,586+64.6% | $2,471+72.2% |
| Participant deferral / active EE | $11,193 | $2,740+308.5% | $3,890+187.8% | $3,740+199.3% |
| Admin fee / account holder | $13,819 | $3,356+311.7% | $4,881+183.1% | $5,306+160.4% |