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 | $84,653 | $83,369+1.5% | $105,223-19.5% | $67,986+24.5% |
| Participation rate | 74.5% | 56.3%+18.2pp | 75.0%-0.6pp | 57.2%+17.3pp |
| Annual return | 19.30% | 24.64%-5.3pp | 180.65%-161.3pp | 31.67%-12.4pp |
| Employer contribution / active EE | $3,157 | $2,541+24.3% | $3,689-14.4% | $2,019+56.4% |
| Participant deferral / active EE | $4,974 | $3,295+51.0% | $5,072-1.9% | $3,358+48.1% |
| Admin fee / account holder | $4,743 | $4,073+16.5% | $8,859-46.5% | $3,203+48.1% |