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 | $90,303 | $68,547+31.7% | $120,354-25.0% | $80,856+11.7% |
| Participation rate | 98.7% | 61.6%+37.1pp | 71.9%+26.8pp | 67.6%+31.0pp |
| Annual return | 10.86% | 23.60%-12.7pp | 107.15%-96.3pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,053 | $2,051-48.7% | $3,463-69.6% | $2,755-61.8% |
| Participant deferral / active EE | $3,107 | $3,173-2.1% | $4,991-37.7% | $4,296-27.7% |
| Admin fee / account holder | $3,234 | $5,732-43.6% | $9,423-65.7% | $6,918-53.3% |