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 | $83,075 | $93,571-11.2% | $135,903-38.9% | $75,163+10.5% |
| Participation rate | 92.7% | 75.2%+17.5pp | 81.9%+10.8pp | 67.2%+25.5pp |
| Annual return | 17.57% | 30.90%-13.3pp | 68.23%-50.7pp | 160.62%-143.0pp |
| Employer contribution / active EE | $5,322 | $3,537+50.5% | $4,856+9.6% | $2,670+99.3% |
| Participant deferral / active EE | $5,336 | $6,404-16.7% | $7,758-31.2% | $4,125+29.4% |
| Admin fee / account holder | $2,933 | $6,975-57.9% | $10,762-72.7% | $5,651-48.1% |