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 | $104,691 | $79,557+31.6% | $118,746-11.8% | $70,131+49.3% |
| Participation rate | 98.8% | 71.4%+27.5pp | 78.3%+20.6pp | 69.5%+29.3pp |
| Annual return | 15.96% | 25.64%-9.7pp | 24.54%-8.6pp | 73.14%-57.2pp |
| Employer contribution / active EE | $4,007 | $2,861+40.0% | $4,193-4.4% | $2,342+71.1% |
| Participant deferral / active EE | $2,627 | $4,089-35.8% | $5,332-50.7% | $3,332-21.2% |
| Admin fee / account holder | $8,992 | $5,374+67.3% | $10,720-16.1% | $4,645+93.6% |