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 | $86,124 | $65,376+31.7% | $87,100-1.1% | $65,185+32.1% |
| Participation rate | 71.5% | 75.3%-3.8pp | 76.9%-5.3pp | 70.2%+1.3pp |
| Annual return | 27.15% | 31.27%-4.1pp | 28.19%-1.0pp | 29.38%-2.2pp |
| Employer contribution / active EE | $1,678 | $1,822-7.9% | $2,521-33.5% | $2,177-22.9% |
| Participant deferral / active EE | $3,319 | $3,388-2.0% | $4,049-18.0% | $3,514-5.5% |
| Admin fee / account holder | $1,629 | $520+213.4% | $7,497-78.3% | $847+92.3% |