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 | $127,824 | $138,347-7.6% | $184,203-30.6% | $80,856+58.1% |
| Participation rate | 95.8% | 83.9%+12.0pp | 86.8%+9.0pp | 67.6%+28.2pp |
| Annual return | 17.86% | 20.02%-2.2pp | 28.81%-11.0pp | 35.59%-17.7pp |
| Employer contribution / active EE | $7,234 | $4,850+49.1% | $6,427+12.5% | $2,755+162.6% |
| Participant deferral / active EE | $15,897 | $7,071+124.8% | $9,131+74.1% | $4,296+270.1% |
| Admin fee / account holder | $2,360 | $10,483-77.5% | $13,901-83.0% | $6,918-65.9% |