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 | $72,903 | $71,050+2.6% | $93,606-22.1% | $80,856-9.8% |
| Participation rate | 82.8% | 60.4%+22.4pp | 68.7%+14.0pp | 67.6%+15.1pp |
| Annual return | 11.22% | 11.26%0pp | 133.20%-122.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,596 | $1,564+66.0% | $2,420+7.3% | $2,755-5.8% |
| Participant deferral / active EE | $2,803 | $4,034-30.5% | $4,411-36.5% | $4,296-34.8% |
| Admin fee / account holder | $4,825 | $6,945-30.5% | $8,285-41.8% | $6,918-30.3% |