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 | $100,980 | $71,516+41.2% | $98,439+2.6% | $71,457+41.3% |
| Participation rate | 76.6% | 72.7%+3.9pp | 75.2%+1.5pp | 67.9%+8.7pp |
| Annual return | 19.42% | 32.41%-13.0pp | 21.16%-1.7pp | 28.85%-9.4pp |
| Employer contribution / active EE | $1,672 | $2,399-30.3% | $3,048-45.2% | $2,588-35.4% |
| Participant deferral / active EE | $3,784 | $4,109-7.9% | $4,738-20.1% | $4,289-11.8% |
| Admin fee / account holder | $6,913 | $1,675+312.8% | $8,948-22.7% | $1,587+335.5% |