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 | $85,684 | $109,413-21.7% | $156,263-45.2% | $84,808+1.0% |
| Participation rate | 96.2% | 72.7%+23.5pp | 78.9%+17.2pp | 68.3%+27.8pp |
| Annual return | 14.42% | 20.18%-5.8pp | 59.47%-45.0pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,269 | $2,907-21.9% | $4,333-47.6% | $2,631-13.8% |
| Participant deferral / active EE | $6,554 | $4,590+42.8% | $6,158+6.4% | $4,212+55.6% |
| Admin fee / account holder | $4,880 | $9,357-47.8% | $14,255-65.8% | $7,344-33.5% |