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 | $87,040 | $86,929+0.1% | $102,423-15.0% | $80,856+7.6% |
| Participation rate | 73.8% | 72.4%+1.4pp | 76.5%-2.7pp | 67.6%+6.2pp |
| Annual return | 15.18% | 18.88%-3.7pp | 29.32%-14.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $3,819 | $2,369+61.2% | $3,023+26.3% | $2,755+38.6% |
| Participant deferral / active EE | $8,401 | $4,118+104.0% | $5,053+66.3% | $4,296+95.6% |
| Admin fee / account holder | $12,426 | $8,049+54.4% | $9,451+31.5% | $6,918+79.6% |