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 | $86,244 | $76,367+12.9% | $93,606-7.9% | $72,985+18.2% |
| Participation rate | 98.9% | 71.7%+27.2pp | 75.8%+23.1pp | 69.5%+29.5pp |
| Annual return | 20.13% | 25.82%-5.7pp | 32.76%-12.6pp | 81.00%-60.9pp |
| Employer contribution / active EE | $2,040 | $2,275-10.3% | $2,718-24.9% | $2,440-16.4% |
| Participant deferral / active EE | $4,606 | $3,538+30.2% | $4,069+13.2% | $3,607+27.7% |
| Admin fee / account holder | $4,567 | $6,838-33.2% | $7,888-42.1% | $5,124-10.9% |