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 | $100,340 | $108,825-7.8% | $156,181-35.8% | $82,448+21.7% |
| Participation rate | 98.8% | 72.4%+26.5pp | 78.8%+20.0pp | 68.1%+30.8pp |
| Annual return | 19.45% | 20.59%-1.1pp | 64.87%-45.4pp | 41.64%-22.2pp |
| Employer contribution / active EE | $5,233 | $2,870+82.4% | $4,294+21.9% | $2,551+105.1% |
| Participant deferral / active EE | $5,026 | $4,577+9.8% | $6,132-18.0% | $4,139+21.4% |
| Admin fee / account holder | $4,177 | $9,341-55.3% | $14,586-71.4% | $7,234-42.3% |