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 | $52,353+15.0% | $120,225-49.9% | $82,448-27.0% |
| Participation rate | 92.5% | 58.3%+34.2pp | 69.6%+22.9pp | 68.1%+24.4pp |
| Annual return | 16.12% | 61.85%-45.7pp | 439.23%-423.1pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,801 | $1,510+19.3% | $3,475-48.2% | $2,551-29.4% |
| Participant deferral / active EE | $4,991 | $2,627+90.0% | $3,999+24.8% | $4,139+20.6% |
| Admin fee / account holder | $6,309 | $4,363+44.6% | $5,696+10.8% | $7,234-12.8% |