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 | $109,413+2.0% | $156,263-28.6% | $84,808+31.6% |
| Participation rate | 93.6% | 72.7%+20.9pp | 78.9%+14.7pp | 68.3%+25.3pp |
| Annual return | 19.03% | 20.18%-1.1pp | 59.47%-40.4pp | 40.90%-21.9pp |
| Employer contribution / active EE | $8,074 | $2,907+177.8% | $4,333+86.3% | $2,631+206.9% |
| Participant deferral / active EE | $6,159 | $4,590+34.2% | $6,1580% | $4,212+46.2% |
| Admin fee / account holder | $6,310 | $9,357-32.6% | $14,255-55.7% | $7,344-14.1% |