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 | $105,208 | $109,413-3.8% | $156,263-32.7% | $84,808+24.1% |
| Participation rate | 84.3% | 72.7%+11.6pp | 78.9%+5.4pp | 68.3%+16.0pp |
| Annual return | 28.23% | 20.18%+8.1pp | 59.47%-31.2pp | 40.90%-12.7pp |
| Employer contribution / active EE | $818 | $2,907-71.9% | $4,333-81.1% | $2,631-68.9% |
| Participant deferral / active EE | $7,685 | $4,590+67.5% | $6,158+24.8% | $4,212+82.5% |
| Admin fee / account holder | $605 | $9,357-93.5% | $14,255-95.8% | $7,344-91.8% |