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 | $133,448 | $76,552+74.3% | $123,892+7.7% | $62,891+112.2% |
| Participation rate | 97.8% | 73.0%+24.8pp | 81.4%+16.4pp | 69.3%+28.5pp |
| Annual return | 18.48% | 18.68%-0.2pp | 47.52%-29.0pp | 20.14%-1.7pp |
| Employer contribution / active EE | $3,003 | $2,883+4.2% | $4,617-35.0% | $2,281+31.6% |
| Participant deferral / active EE | $9,216 | $4,840+90.4% | $5,984+54.0% | $3,203+187.7% |
| Admin fee / account holder | $3,295 | $4,826-31.7% | $8,357-60.6% | $4,296-23.3% |