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 | $56,509 | $56,317+0.3% | $71,209-20.6% | $74,304-23.9% |
| Participation rate | 90.5% | 55.1%+35.4pp | 73.8%+16.8pp | 60.3%+30.2pp |
| Annual return | 20.18% | 42.83%-22.6pp | 282.51%-262.3pp | 29.43%-9.2pp |
| Employer contribution / active EE | $1,076 | $2,160-50.2% | $2,721-60.5% | $2,241-52.0% |
| Participant deferral / active EE | $5,091 | $2,788+82.6% | $4,175+21.9% | $3,767+35.1% |
| Admin fee / account holder | $3,432 | $2,290+49.9% | $5,349-35.8% | $2,969+15.6% |