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 | $141,813 | $109,413+29.6% | $156,263-9.2% | $84,808+67.2% |
| Participation rate | 81.0% | 72.7%+8.3pp | 78.9%+2.0pp | 68.3%+12.6pp |
| Annual return | 15.12% | 20.18%-5.1pp | 59.47%-44.3pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,593 | $2,907-10.8% | $4,333-40.2% | $2,631-1.5% |
| Participant deferral / active EE | $5,214 | $4,590+13.6% | $6,158-15.3% | $4,212+23.8% |
| Admin fee / account holder | $12,455 | $9,357+33.1% | $14,255-12.6% | $7,344+69.6% |