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 | $60,191 | $53,516+12.5% | $126,539-52.4% | $84,808-29.0% |
| Participation rate | 92.5% | 58.2%+34.2pp | 69.8%+22.7pp | 68.3%+24.2pp |
| Annual return | 16.12% | 58.34%-42.2pp | 425.95%-409.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,801 | $1,535+17.3% | $3,674-51.0% | $2,631-31.5% |
| Participant deferral / active EE | $4,991 | $2,671+86.9% | $4,083+22.2% | $4,212+18.5% |
| Admin fee / account holder | $6,309 | $4,497+40.3% | $6,065+4.0% | $7,344-14.1% |