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 | $128,322 | $100,923+27.1% | $150,045-14.5% | $74,304+72.7% |
| Participation rate | 81.5% | 70.1%+11.4pp | 82.3%-0.8pp | 60.3%+21.1pp |
| Annual return | 24.81% | 51.77%-27.0pp | 62.55%-37.7pp | 29.43%-4.6pp |
| Employer contribution / active EE | $4,532 | $3,463+30.9% | $4,693-3.4% | $2,241+102.2% |
| Participant deferral / active EE | $9,994 | $6,709+49.0% | $7,997+25.0% | $3,767+165.3% |
| Admin fee / account holder | $2,406 | $2,767-13.0% | $13,435-82.1% | $2,969-19.0% |