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 | $134,671 | $101,724+32.4% | $164,813-18.3% | $80,856+66.6% |
| Participation rate | 80.8% | 71.8%+9.0pp | 78.6%+2.2pp | 67.6%+13.2pp |
| Annual return | 14.52% | 16.72%-2.2pp | 69.93%-55.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $5,357 | $2,953+81.4% | $4,341+23.4% | $2,755+94.4% |
| Participant deferral / active EE | $4,181 | $4,477-6.6% | $6,031-30.7% | $4,296-2.7% |
| Admin fee / account holder | $2,914 | $8,227-64.6% | $12,690-77.0% | $6,918-57.9% |