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 | $130,766 | $85,515+52.9% | $112,040+16.7% | $67,986+92.3% |
| Participation rate | 84.1% | 68.2%+15.9pp | 76.5%+7.6pp | 57.2%+26.9pp |
| Annual return | 13.97% | 29.68%-15.7pp | 24.52%-10.6pp | 31.67%-17.7pp |
| Employer contribution / active EE | $1,975 | $2,191-9.9% | $2,954-33.1% | $2,019-2.2% |
| Participant deferral / active EE | $4,231 | $4,014+5.4% | $5,098-17.0% | $3,358+26.0% |
| Admin fee / account holder | $26,096 | $3,774+591.5% | $12,098+115.7% | $3,203+714.7% |