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 | $92,882 | $45,343+104.8% | $150,298-38.2% | $67,986+36.6% |
| Participation rate | 71.5% | 51.9%+19.7pp | 77.8%-6.2pp | 57.2%+14.3pp |
| Annual return | 26.92% | 33.28%-6.4pp | 62.79%-35.9pp | 31.67%-4.7pp |
| Employer contribution / active EE | $2,697 | $1,462+84.5% | $4,154-35.1% | $2,019+33.6% |
| Participant deferral / active EE | $5,690 | $2,055+176.9% | $5,453+4.4% | $3,358+69.5% |
| Admin fee / account holder | $3,678 | $2,250+63.5% | $14,116-73.9% | $3,203+14.8% |