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 | $51,130 | $80,968-36.9% | $96,544-47.0% | $75,163-32.0% |
| Participation rate | 95.4% | 71.8%+23.6pp | 76.0%+19.4pp | 67.2%+28.2pp |
| Annual return | 21.11% | 27.06%-6.0pp | 25.84%-4.7pp | 160.62%-139.5pp |
| Employer contribution / active EE | $5,847 | $2,282+156.3% | $2,965+97.2% | $2,670+119.0% |
| Participant deferral / active EE | $9,426 | $3,928+140.0% | $4,851+94.3% | $4,125+128.5% |
| Admin fee / account holder | $4,101 | $6,724-39.0% | $8,252-50.3% | $5,651-27.4% |