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 | $74,101 | $81,625-9.2% | $167,512-55.8% | $74,304-0.3% |
| Participation rate | 71.4% | 60.0%+11.4pp | 77.1%-5.6pp | 60.3%+11.1pp |
| Annual return | 20.01% | 26.09%-6.1pp | 1615.79%-1595.8pp | 29.43%-9.4pp |
| Employer contribution / active EE | $2,433 | $2,010+21.0% | $3,882-37.3% | $2,241+8.6% |
| Participant deferral / active EE | $4,982 | $4,115+21.1% | $6,405-22.2% | $3,767+32.3% |
| Admin fee / account holder | $2,360 | $3,474-32.1% | $9,769-75.8% | $2,969-20.5% |