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 | $109,730 | $79,428+38.2% | $106,548+3.0% | $79,386+38.2% |
| Participation rate | 75.9% | 74.1%+1.8pp | 76.1%-0.2pp | 70.7%+5.2pp |
| Annual return | 15.85% | 18.27%-2.4pp | 26.80%-11.0pp | 116.85%-101.0pp |
| Employer contribution / active EE | $4,285 | $2,234+91.8% | $2,819+52.0% | $2,427+76.5% |
| Participant deferral / active EE | $6,857 | $3,823+79.4% | $4,398+55.9% | $4,046+69.5% |
| Admin fee / account holder | $1,945 | $523+271.8% | $7,407-73.7% | $626+210.5% |