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 | $116,099 | $57,541+101.8% | $95,745+21.3% | $75,163+54.5% |
| Participation rate | 98.7% | 62.5%+36.2pp | 72.3%+26.4pp | 67.2%+31.5pp |
| Annual return | 16.83% | 34.93%-18.1pp | 28.35%-11.5pp | 160.62%-143.8pp |
| Employer contribution / active EE | $7,732 | $1,808+327.7% | $2,835+172.8% | $2,670+189.6% |
| Participant deferral / active EE | $5,169 | $3,074+68.2% | $4,245+21.8% | $4,125+25.3% |
| Admin fee / account holder | $17,077 | $4,099+316.7% | $5,678+200.8% | $5,651+202.2% |