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 | $80,790 | $98,750-18.2% | $149,696-46.0% | $79,858+1.2% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.1pp |
| Annual return | 19.68% | 27.43%-7.7pp | 276.60%-256.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $2,574 | $3,216-20.0% | $4,644-44.6% | $2,471+4.2% |
| Participant deferral / active EE | $3,958 | $5,680-30.3% | $6,842-42.2% | $3,740+5.8% |
| Admin fee / account holder | $2,948 | $6,053-51.3% | $9,309-68.3% | $5,306-44.4% |