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 | $122,345 | $125,758-2.7% | $169,993-28.0% | $75,163+62.8% |
| Participation rate | 83.0% | 83.6%-0.6pp | 87.0%-4.0pp | 67.2%+15.8pp |
| Annual return | 21.28% | 27.20%-5.9pp | 53.37%-32.1pp | 160.62%-139.3pp |
| Employer contribution / active EE | $3,133 | $4,615-32.1% | $6,785-53.8% | $2,670+17.4% |
| Participant deferral / active EE | $7,747 | $6,837+13.3% | $10,408-25.6% | $4,125+87.8% |
| Admin fee / account holder | $1,389 | $8,173-83.0% | $12,815-89.2% | $5,651-75.4% |