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 | $98,277 | $95,803+2.6% | $113,168-13.2% | $84,808+15.9% |
| Participation rate | 78.0% | 72.9%+5.2pp | 76.6%+1.5pp | 68.3%+9.7pp |
| Annual return | 12.56% | 25.00%-12.4pp | 24.27%-11.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,647 | $2,360-30.2% | $2,975-44.6% | $2,631-37.4% |
| Participant deferral / active EE | $6,241 | $4,242+47.1% | $5,107+22.2% | $4,212+48.2% |
| Admin fee / account holder | $2,670 | $8,989-70.3% | $12,068-77.9% | $7,344-63.6% |