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 | $135,322 | $77,523+74.6% | $100,383+34.8% | $80,874+67.3% |
| Participation rate | 89.4% | 77.0%+12.4pp | 81.5%+7.9pp | 67.6%+21.7pp |
| Annual return | 19.10% | 37.21%-18.1pp | 49.26%-30.2pp | 35.62%-16.5pp |
| Employer contribution / active EE | $2,128 | $2,801-24.1% | $3,944-46.0% | $2,756-22.8% |
| Participant deferral / active EE | $3,280 | $6,822-51.9% | $8,086-59.4% | $4,297-23.7% |
| Admin fee / account holder | $3,874 | $5,899-34.3% | $7,900-51.0% | $6,935-44.1% |