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 | $108,369 | $132,049-17.9% | $200,582-46.0% | $74,304+45.8% |
| Participation rate | 87.0% | 84.1%+2.9pp | 86.9%+0.1pp | 60.3%+26.7pp |
| Annual return | 21.55% | 22.22%-0.7pp | 42.33%-20.8pp | 29.43%-7.9pp |
| Employer contribution / active EE | $7,162 | $4,558+57.1% | $6,419+11.6% | $2,241+219.6% |
| Participant deferral / active EE | $9,189 | $7,213+27.4% | $9,331-1.5% | $3,767+143.9% |
| Admin fee / account holder | $10,865 | $2,405+351.8% | $16,305-33.4% | $2,969+266.0% |