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 | $79,891 | $70,428+13.4% | $96,562-17.3% | $85,850-6.9% |
| Participation rate | 89.0% | 61.8%+27.2pp | 69.8%+19.2pp | 69.3%+19.7pp |
| Annual return | 18.45% | 18.59%-0.1pp | 37.78%-19.3pp | 318.53%-300.1pp |
| Employer contribution / active EE | $915 | $1,413-35.2% | $2,356-61.2% | $2,565-64.3% |
| Participant deferral / active EE | $6,337 | $2,894+119.0% | $3,849+64.6% | $3,952+60.4% |
| Admin fee / account holder | $7,106 | $4,997+42.2% | $6,181+15.0% | $6,260+13.5% |