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 | $86,342 | $138,347-37.6% | $184,203-53.1% | $80,856+6.8% |
| Participation rate | 98.7% | 83.9%+14.9pp | 86.8%+11.9pp | 67.6%+31.1pp |
| Annual return | 12.56% | 20.02%-7.5pp | 28.81%-16.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,967 | $4,850-38.8% | $6,427-53.8% | $2,755+7.7% |
| Participant deferral / active EE | $4,685 | $7,071-33.7% | $9,131-48.7% | $4,296+9.1% |
| Admin fee / account holder | $7,680 | $10,483-26.7% | $13,901-44.8% | $6,918+11.0% |