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 | $117,505 | $77,899+50.8% | $149,673-21.5% | $75,163+56.3% |
| Participation rate | 91.1% | 65.6%+25.5pp | 78.8%+12.3pp | 67.2%+23.9pp |
| Annual return | 14.18% | 31.72%-17.5pp | 134.42%-120.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $3,335 | $3,137+6.3% | $4,818-30.8% | $2,670+24.9% |
| Participant deferral / active EE | $9,990 | $3,411+192.9% | $5,680+75.9% | $4,125+142.2% |
| Admin fee / account holder | $22,449 | $5,956+276.9% | $13,210+69.9% | $5,651+297.3% |