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 | $145,299 | $77,899+86.5% | $149,673-2.9% | $75,163+93.3% |
| Participation rate | 91.6% | 65.6%+26.0pp | 78.8%+12.8pp | 67.2%+24.4pp |
| Annual return | 17.72% | 31.72%-14.0pp | 134.42%-116.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $5,657 | $3,137+80.3% | $4,818+17.4% | $2,670+111.9% |
| Participant deferral / active EE | $4,507 | $3,411+32.1% | $5,680-20.7% | $4,125+9.2% |
| Admin fee / account holder | $1,716 | $5,956-71.2% | $13,210-87.0% | $5,651-69.6% |