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 | $123,303 | $58,879+109.4% | $178,490-30.9% | $73,488+67.8% |
| Participation rate | 89.3% | 66.2%+23.1pp | 81.9%+7.4pp | 70.7%+18.7pp |
| Annual return | 17.72% | 24.86%-7.1pp | 151.07%-133.3pp | 28.51%-10.8pp |
| Employer contribution / active EE | $1,826 | $2,236-18.3% | $5,011-63.5% | $2,270-19.5% |
| Participant deferral / active EE | $4,344 | $2,567+69.2% | $5,202-16.5% | $3,740+16.2% |
| Admin fee / account holder | $1,138 | $400+184.3% | $13,984-91.9% | $513+121.8% |