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 | $81,846 | $80,968+1.1% | $96,544-15.2% | $75,163+8.9% |
| Participation rate | 98.9% | 71.8%+27.2pp | 76.0%+23.0pp | 67.2%+31.7pp |
| Annual return | 13.95% | 27.06%-13.1pp | 25.84%-11.9pp | 160.62%-146.7pp |
| Employer contribution / active EE | $5,421 | $2,282+137.6% | $2,965+82.8% | $2,670+103.0% |
| Participant deferral / active EE | $7,607 | $3,928+93.7% | $4,851+56.8% | $4,125+84.4% |
| Admin fee / account holder | $5,760 | $6,724-14.3% | $8,252-30.2% | $5,651+1.9% |