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 | $94,837 | $86,332+9.9% | $125,175-24.2% | $65,185+45.5% |
| Participation rate | 87.7% | 75.3%+12.4pp | 79.8%+8.0pp | 70.2%+17.5pp |
| Annual return | 25.25% | 27.43%-2.2pp | 43.79%-18.5pp | 29.38%-4.1pp |
| Employer contribution / active EE | $2,385 | $2,040+16.9% | $3,865-38.3% | $2,177+9.6% |
| Participant deferral / active EE | $7,112 | $3,537+101.1% | $4,937+44.1% | $3,514+102.4% |
| Admin fee / account holder | $7,397 | $609+1114.2% | $9,702-23.8% | $847+773.2% |