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 | $98,446 | $95,803+2.8% | $113,168-13.0% | $84,808+16.1% |
| Participation rate | 88.0% | 72.9%+15.2pp | 76.6%+11.5pp | 68.3%+19.7pp |
| Annual return | 16.70% | 25.00%-8.3pp | 24.27%-7.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,090 | $2,360-53.8% | $2,975-63.3% | $2,631-58.6% |
| Participant deferral / active EE | $5,629 | $4,242+32.7% | $5,107+10.2% | $4,212+33.7% |
| Admin fee / account holder | $2,586 | $8,989-71.2% | $12,068-78.6% | $7,344-64.8% |