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 | $196,395 | $148,978+31.8% | $200,582-2.1% | $84,808+131.6% |
| Participation rate | 88.4% | 84.2%+4.2pp | 86.9%+1.5pp | 68.3%+20.1pp |
| Annual return | 16.37% | 28.16%-11.8pp | 42.33%-26.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $4,552 | $4,815-5.5% | $6,419-29.1% | $2,631+73.0% |
| Participant deferral / active EE | $19,235 | $7,142+169.3% | $9,331+106.1% | $4,212+356.7% |
| Admin fee / account holder | $46,850 | $13,977+235.2% | $16,305+187.3% | $7,344+538.0% |