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 8-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 | $103,785 | $109,881-5.5% | $150,045-30.8% | $84,808+22.4% |
| Participation rate | 95.3% | 76.1%+19.3pp | 82.3%+13.0pp | 68.3%+27.0pp |
| Annual return | 21.30% | 28.25%-6.9pp | 62.55%-41.2pp | 40.90%-19.6pp |
| Employer contribution / active EE | $6,225 | $3,561+74.8% | $4,693+32.6% | $2,631+136.6% |
| Participant deferral / active EE | $19,672 | $6,636+196.4% | $7,997+146.0% | $4,212+367.1% |
| Admin fee / account holder | $3,922 | $8,568-54.2% | $13,435-70.8% | $7,344-46.6% |