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 | $103,559 | $108,825-4.8% | $156,181-33.7% | $82,448+25.6% |
| Participation rate | 92.0% | 72.4%+19.7pp | 78.8%+13.2pp | 68.1%+24.0pp |
| Annual return | 16.28% | 20.59%-4.3pp | 64.87%-48.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,256 | $2,870-56.2% | $4,294-70.7% | $2,551-50.8% |
| Participant deferral / active EE | $5,195 | $4,577+13.5% | $6,132-15.3% | $4,139+25.5% |
| Admin fee / account holder | $2,554 | $9,341-72.7% | $14,586-82.5% | $7,234-64.7% |