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 | $81,027 | $89,698-9.7% | $103,476-21.7% | $80,856+0.2% |
| Participation rate | 89.4% | 76.0%+13.4pp | 80.5%+8.9pp | 67.6%+21.8pp |
| Annual return | 14.66% | 22.78%-8.1pp | 23.90%-9.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,192 | $4,018-20.6% | $4,672-31.7% | $2,755+15.9% |
| Participant deferral / active EE | $7,705 | $5,456+41.2% | $6,623+16.4% | $4,296+79.4% |
| Admin fee / account holder | $669 | $6,768-90.1% | $9,413-92.9% | $6,918-90.3% |