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 | $73,770 | $102,317-27.9% | $146,958-49.8% | $80,856-8.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.85% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $4,603 | $3,713+24.0% | $4,933-6.7% | $2,755+67.1% |
| Participant deferral / active EE | $3,081 | $6,644-53.6% | $8,070-61.8% | $4,296-28.3% |
| Admin fee / account holder | $5,508 | $7,941-30.6% | $12,998-57.6% | $6,918-20.4% |