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 | $94,093 | $80,724+16.6% | $103,333-8.9% | $74,495+26.3% |
| Participation rate | 78.5% | 65.7%+12.8pp | 74.5%+4.0pp | 67.2%+11.3pp |
| Annual return | 18.02% | 27.56%-9.5pp | 24.88%-6.9pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $3,198 | $3,157+1.3% | $3,868-17.3% | $2,623+21.9% |
| Participant deferral / active EE | $6,273 | $3,860+62.5% | $5,057+24.0% | $4,346+44.3% |
| Admin fee / account holder | $2,556 | $2,368+7.9% | $8,355-69.4% | $1,942+31.6% |