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 | $49,915+86.1% | $154,803-40.0% | $74,304+25.0% |
| Participation rate | 71.5% | 54.0%+17.6pp | 78.1%-6.5pp | 60.3%+11.2pp |
| Annual return | 26.92% | 34.06%-7.1pp | 58.88%-32.0pp | 29.43%-2.5pp |
| Employer contribution / active EE | $2,697 | $1,611+67.4% | $4,305-37.4% | $2,241+20.3% |
| Participant deferral / active EE | $5,690 | $2,255+152.4% | $5,540+2.7% | $3,767+51.0% |
| Admin fee / account holder | $3,678 | $2,189+68.0% | $14,329-74.3% | $2,969+23.9% |