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 | $104,811 | $66,098+58.6% | $101,794+3.0% | $74,304+41.1% |
| Participation rate | 74.3% | 53.8%+20.5pp | 69.2%+5.1pp | 60.3%+13.9pp |
| Annual return | 16.33% | 19.59%-3.3pp | 30.53%-14.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $1,137 | $1,082+5.1% | $2,289-50.3% | $2,241-49.3% |
| Participant deferral / active EE | $3,905 | $2,781+40.4% | $4,084-4.4% | $3,767+3.7% |
| Admin fee / account holder | $5,928 | $4,146+43.0% | $8,777-32.5% | $2,969+99.7% |