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 | $63,900 | $98,750-35.3% | $149,696-57.3% | $79,858-20.0% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.5%+14.9pp | 69.6%+27.8pp |
| Annual return | 23.77% | 27.43%-3.7pp | 276.60%-252.8pp | 31.71%-7.9pp |
| Employer contribution / active EE | $5,103 | $3,216+58.7% | $4,644+9.9% | $2,471+106.5% |
| Participant deferral / active EE | $10,999 | $5,680+93.6% | $6,842+60.8% | $3,740+194.1% |
| Admin fee / account holder | $7,428 | $6,053+22.7% | $9,309-20.2% | $5,306+40.0% |