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 | $136,699 | $109,881+24.4% | $150,045-8.9% | $84,808+61.2% |
| Participation rate | 96.9% | 76.1%+20.9pp | 82.3%+14.6pp | 68.3%+28.6pp |
| Annual return | 26.50% | 28.25%-1.7pp | 62.55%-36.0pp | 40.90%-14.4pp |
| Employer contribution / active EE | $5,624 | $3,561+57.9% | $4,693+19.8% | $2,631+113.8% |
| Participant deferral / active EE | $19,280 | $6,636+190.5% | $7,997+141.1% | $4,212+357.8% |
| Admin fee / account holder | $6,461 | $8,568-24.6% | $13,435-51.9% | $7,344-12.0% |