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 4-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 | $24,327 | $49,915-51.3% | $154,803-84.3% | $74,304-67.3% |
| Participation rate | 94.1% | 54.0%+40.2pp | 78.1%+16.0pp | 60.3%+33.8pp |
| Annual return | 27.07% | 34.06%-7.0pp | 58.88%-31.8pp | 29.43%-2.4pp |
| Employer contribution / active EE | $2,487 | $1,611+54.4% | $4,305-42.2% | $2,241+11.0% |
| Participant deferral / active EE | $4,420 | $2,255+96.0% | $5,540-20.2% | $3,767+17.3% |
| Admin fee / account holder | $1,015 | $2,189-53.6% | $14,329-92.9% | $2,969-65.8% |