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 | $109,641 | $89,652+22.3% | $141,162-22.3% | $65,185+68.2% |
| Participation rate | 81.7% | 74.7%+6.9pp | 82.5%-0.8pp | 70.2%+11.5pp |
| Annual return | 21.31% | 32.79%-11.5pp | 71.39%-50.1pp | 29.38%-8.1pp |
| Employer contribution / active EE | $3,630 | $3,065+18.4% | $4,735-23.3% | $2,177+66.8% |
| Participant deferral / active EE | $8,529 | $5,691+49.9% | $6,709+27.1% | $3,514+142.7% |
| Admin fee / account holder | $4,393 | $569+672.7% | $10,261-57.2% | $847+418.6% |