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 | $96,597 | $77,503+24.6% | $100,391-3.8% | $80,856+19.5% |
| Participation rate | 76.6% | 76.9%-0.3pp | 81.5%-4.9pp | 67.6%+9.0pp |
| Annual return | 21.94% | 37.20%-15.3pp | 49.20%-27.3pp | 35.59%-13.7pp |
| Employer contribution / active EE | $4,807 | $2,801+71.6% | $3,942+22.0% | $2,755+74.5% |
| Participant deferral / active EE | $8,925 | $6,820+30.9% | $8,082+10.4% | $4,296+107.8% |
| Admin fee / account holder | $17,267 | $5,897+192.8% | $7,899+118.6% | $6,918+149.6% |