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 | $107,868 | $80,717+33.6% | $154,803-30.3% | $84,808+27.2% |
| Participation rate | 95.6% | 66.8%+28.8pp | 78.1%+17.5pp | 68.3%+27.3pp |
| Annual return | 16.47% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $8,266 | $2,761+199.3% | $4,305+92.0% | $2,631+214.2% |
| Participant deferral / active EE | $4,979 | $3,303+50.7% | $5,540-10.1% | $4,212+18.2% |
| Admin fee / account holder | $2,918 | $6,746-56.7% | $14,329-79.6% | $7,344-60.3% |