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 | $71,079 | $54,762+29.8% | $90,281-21.3% | $72,985-2.6% |
| Participation rate | 96.2% | 65.1%+31.0pp | 73.3%+22.9pp | 69.5%+26.7pp |
| Annual return | 20.32% | 30.63%-10.3pp | 78.10%-57.8pp | 81.00%-60.7pp |
| Employer contribution / active EE | $2,097 | $2,092+0.2% | $2,854-26.5% | $2,440-14.1% |
| Participant deferral / active EE | $6,478 | $2,887+124.4% | $3,885+66.7% | $3,607+79.6% |
| Admin fee / account holder | $1,270 | $3,972-68.0% | $5,351-76.3% | $5,124-75.2% |