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 | $93,807 | $66,402+41.3% | $109,895-14.6% | $85,850+9.3% |
| Participation rate | 95.2% | 63.9%+31.3pp | 74.2%+20.9pp | 69.3%+25.8pp |
| Annual return | 14.53% | 19.59%-5.1pp | 29.45%-14.9pp | 318.53%-304.0pp |
| Employer contribution / active EE | $3,800 | $1,687+125.2% | $2,842+33.7% | $2,565+48.1% |
| Participant deferral / active EE | $5,361 | $2,842+88.6% | $4,048+32.4% | $3,952+35.7% |
| Admin fee / account holder | $4,322 | $4,557-5.2% | $6,066-28.7% | $6,260-31.0% |