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 | $77,913 | $89,355-12.8% | $141,162-44.8% | $72,985+6.8% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.5%+14.4pp | 69.5%+27.4pp |
| Annual return | 30.71% | 111.85%-81.1pp | 71.39%-40.7pp | 81.00%-50.3pp |
| Employer contribution / active EE | $4,949 | $3,114+58.9% | $4,735+4.5% | $2,440+102.8% |
| Participant deferral / active EE | $11,444 | $5,418+111.2% | $6,709+70.6% | $3,607+217.2% |
| Admin fee / account holder | $1,682 | $5,958-71.8% | $10,261-83.6% | $5,124-67.2% |