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 | $71,491 | $58,828+21.5% | $77,999-8.3% | $62,891+13.7% |
| Participation rate | 98.9% | 71.1%+27.8pp | 75.5%+23.3pp | 69.3%+29.5pp |
| Annual return | 7.50% | 17.16%-9.7pp | 425.96%-418.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $6,809 | $1,672+307.3% | $2,470+175.7% | $2,281+198.5% |
| Participant deferral / active EE | $8,416 | $2,686+213.4% | $3,497+140.7% | $3,203+162.8% |
| Admin fee / account holder | $5,250 | $4,393+19.5% | $5,480-4.2% | $4,296+22.2% |