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 | $81,913 | $106,749-23.3% | $145,433-43.7% | $82,448-0.6% |
| Participation rate | 88.3% | 75.6%+12.6pp | 82.1%+6.2pp | 68.1%+20.2pp |
| Annual return | 20.28% | 27.59%-7.3pp | 66.58%-46.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $2,704 | $3,444-21.5% | $4,554-40.6% | $2,551+6.0% |
| Participant deferral / active EE | $7,988 | $6,519+22.5% | $7,897+1.2% | $4,139+93.0% |
| Admin fee / account holder | $2,256 | $8,390-73.1% | $13,129-82.8% | $7,234-68.8% |