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 | $114,419 | $109,359+4.6% | $162,163-29.4% | $72,985+56.8% |
| Participation rate | 94.7% | 84.3%+10.4pp | 87.6%+7.1pp | 69.5%+25.2pp |
| Annual return | 27.31% | 25.46%+1.8pp | 115.59%-88.3pp | 81.00%-53.7pp |
| Employer contribution / active EE | $4,294 | $3,907+9.9% | $5,614-23.5% | $2,440+76.0% |
| Participant deferral / active EE | $8,670 | $5,481+58.2% | $7,298+18.8% | $3,607+140.3% |
| Admin fee / account holder | $5,275 | $7,972-33.8% | $10,843-51.3% | $5,124+2.9% |