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 | $176,201 | $87,870+100.5% | $113,168+55.7% | $74,304+137.1% |
| Participation rate | 75.2% | 70.7%+4.5pp | 76.6%-1.3pp | 60.3%+14.9pp |
| Annual return | 17.50% | 26.44%-8.9pp | 24.27%-6.8pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,915 | $2,277-15.9% | $2,975-35.6% | $2,241-14.5% |
| Participant deferral / active EE | $5,722 | $4,241+34.9% | $5,107+12.0% | $3,767+51.9% |
| Admin fee / account holder | $4,934 | $3,368+46.5% | $12,068-59.1% | $2,969+66.2% |