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 | $88,239 | $72,012+22.5% | $185,823-52.5% | $79,858+10.5% |
| Participation rate | 97.8% | 65.8%+32.0pp | 78.0%+19.8pp | 69.6%+28.2pp |
| Annual return | 13.49% | 23.12%-9.6pp | 35.95%-22.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,023 | $1,965-47.9% | $4,087-75.0% | $2,471-58.6% |
| Participant deferral / active EE | $8,362 | $3,779+121.3% | $5,632+48.5% | $3,740+123.6% |
| Admin fee / account holder | $2,719 | $4,513-39.7% | $9,500-71.4% | $5,306-48.8% |