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 | $87,870+48.8% | $113,168+15.6% | $74,304+76.0% |
| Participation rate | 84.1% | 70.7%+13.3pp | 76.6%+7.5pp | 60.3%+23.7pp |
| Annual return | 13.97% | 26.44%-12.5pp | 24.27%-10.3pp | 29.43%-15.5pp |
| Employer contribution / active EE | $1,975 | $2,277-13.3% | $2,975-33.6% | $2,241-11.9% |
| Participant deferral / active EE | $4,231 | $4,241-0.2% | $5,107-17.1% | $3,767+12.3% |
| Admin fee / account holder | $26,096 | $3,368+674.8% | $12,068+116.2% | $2,969+779.0% |