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 | $96,185 | $57,990+65.9% | $76,190+26.2% | $80,856+19.0% |
| Participation rate | 90.3% | 73.7%+16.5pp | 79.3%+11.0pp | 67.6%+22.6pp |
| Annual return | 31.44% | 15.89%+15.5pp | 13.78%+17.7pp | 35.59%-4.2pp |
| Employer contribution / active EE | $3,038 | $3,565-14.8% | $4,578-33.6% | $2,755+10.3% |
| Participant deferral / active EE | $3,434 | $3,814-10.0% | $5,474-37.3% | $4,296-20.1% |
| Admin fee / account holder | $7,697 | $5,668+35.8% | $5,123+50.2% | $6,918+11.3% |