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 | $70,812 | $100,041-29.2% | $149,718-52.7% | $70,131+1.0% |
| Participation rate | 88.4% | 83.6%+4.8pp | 87.1%+1.4pp | 69.5%+18.9pp |
| Annual return | 17.50% | 27.43%-9.9pp | 1501.63%-1484.1pp | 73.14%-55.6pp |
| Employer contribution / active EE | $3,714 | $3,662+1.4% | $5,445-31.8% | $2,342+58.5% |
| Participant deferral / active EE | $5,332 | $4,983+7.0% | $6,569-18.8% | $3,332+60.1% |
| Admin fee / account holder | $2,764 | $8,286-66.6% | $11,283-75.5% | $4,645-40.5% |