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 | $107,491 | $130,194-17.4% | $169,993-36.8% | $71,457+50.4% |
| Participation rate | 98.3% | 86.1%+12.2pp | 87.0%+11.3pp | 67.9%+30.4pp |
| Annual return | 26.97% | 20.37%+6.6pp | 53.37%-26.4pp | 28.85%-1.9pp |
| Employer contribution / active EE | $4,388 | $4,381+0.2% | $6,785-35.3% | $2,588+69.6% |
| Participant deferral / active EE | $7,790 | $6,923+12.5% | $10,408-25.2% | $4,289+81.6% |
| Admin fee / account holder | $9,546 | $966+888.6% | $12,815-25.5% | $1,587+501.4% |