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 | $125,683 | $109,881+14.4% | $150,045-16.2% | $84,808+48.2% |
| Participation rate | 89.9% | 76.1%+13.8pp | 82.3%+7.5pp | 68.3%+21.5pp |
| Annual return | 36.53% | 28.25%+8.3pp | 62.55%-26.0pp | 40.90%-4.4pp |
| Employer contribution / active EE | $2,274 | $3,561-36.2% | $4,693-51.6% | $2,631-13.6% |
| Participant deferral / active EE | $6,078 | $6,636-8.4% | $7,997-24.0% | $4,212+44.3% |
| Admin fee / account holder | $8,333 | $8,568-2.7% | $13,435-38.0% | $7,344+13.5% |