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 | $111,573 | $108,825+2.5% | $156,181-28.6% | $82,448+35.3% |
| Participation rate | 93.6% | 72.4%+21.2pp | 78.8%+14.8pp | 68.1%+25.5pp |
| Annual return | 19.03% | 20.59%-1.6pp | 64.87%-45.8pp | 41.64%-22.6pp |
| Employer contribution / active EE | $8,074 | $2,870+181.3% | $4,294+88.0% | $2,551+216.5% |
| Participant deferral / active EE | $6,159 | $4,577+34.6% | $6,132+0.4% | $4,139+48.8% |
| Admin fee / account holder | $6,310 | $9,341-32.4% | $14,586-56.7% | $7,234-12.8% |