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 | $64,255 | $49,915+28.7% | $154,803-58.5% | $74,304-13.5% |
| Participation rate | 99.2% | 54.0%+45.2pp | 78.1%+21.1pp | 60.3%+38.8pp |
| Annual return | 17.44% | 34.06%-16.6pp | 58.88%-41.4pp | 29.43%-12.0pp |
| Employer contribution / active EE | $3,297 | $1,611+104.6% | $4,305-23.4% | $2,241+47.1% |
| Participant deferral / active EE | $4,961 | $2,255+120.0% | $5,540-10.5% | $3,767+31.7% |
| Admin fee / account holder | $2,468 | $2,189+12.7% | $14,329-82.8% | $2,969-16.9% |