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 | $125,288 | $96,484+29.9% | $156,263-19.8% | $74,304+68.6% |
| Participation rate | 81.7% | 67.7%+14.1pp | 78.9%+2.8pp | 60.3%+21.4pp |
| Annual return | 18.27% | 17.73%+0.5pp | 59.47%-41.2pp | 29.43%-11.2pp |
| Employer contribution / active EE | $2,165 | $2,528-14.4% | $4,333-50.0% | $2,241-3.4% |
| Participant deferral / active EE | $5,465 | $4,286+27.5% | $6,158-11.3% | $3,767+45.1% |
| Admin fee / account holder | $78,030 | $3,728+1993.3% | $14,255+447.4% | $2,969+2528.3% |