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 | $107,086 | $94,625+13.2% | $116,228-7.9% | $84,808+26.3% |
| Participation rate | 96.9% | 70.4%+26.5pp | 74.6%+22.4pp | 68.3%+28.6pp |
| Annual return | 18.66% | 20.40%-1.7pp | 90.06%-71.4pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,658 | $2,347+13.3% | $2,994-11.2% | $2,631+1.0% |
| Participant deferral / active EE | $4,921 | $3,972+23.9% | $4,953-0.6% | $4,212+16.8% |
| Admin fee / account holder | $17,551 | $10,091+73.9% | $11,989+46.4% | $7,344+139.0% |