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 | $81,270 | $96,484-15.8% | $156,263-48.0% | $74,304+9.4% |
| Participation rate | 91.1% | 67.7%+23.4pp | 78.9%+12.2pp | 60.3%+30.7pp |
| Annual return | 25.75% | 17.73%+8.0pp | 59.47%-33.7pp | 29.43%-3.7pp |
| Employer contribution / active EE | $1,244 | $2,528-50.8% | $4,333-71.3% | $2,241-44.5% |
| Participant deferral / active EE | $3,712 | $4,286-13.4% | $6,158-39.7% | $3,767-1.5% |
| Admin fee / account holder | $5,438 | $3,728+45.9% | $14,255-61.9% | $2,969+83.2% |