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 | $68,426 | $46,553+47.0% | $64,056+6.8% | $75,163-9.0% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 18.61% | 26.03%-7.4pp | 33.69%-15.1pp | 160.62%-142.0pp |
| Employer contribution / active EE | $2,958 | $1,974+49.9% | $2,747+7.7% | $2,670+10.8% |
| Participant deferral / active EE | $9,342 | $2,837+229.4% | $3,880+140.8% | $4,125+126.5% |
| Admin fee / account holder | $6,731 | $2,952+128.0% | $3,068+119.4% | $5,651+19.1% |