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 | $88,198 | $63,355+39.2% | $91,989-4.1% | $72,985+20.8% |
| Participation rate | 98.9% | 72.5%+26.4pp | 78.6%+20.3pp | 69.5%+29.4pp |
| Annual return | 26.04% | 35.35%-9.3pp | 69.02%-43.0pp | 81.00%-55.0pp |
| Employer contribution / active EE | $7,309 | $2,116+245.5% | $3,452+111.7% | $2,440+199.6% |
| Participant deferral / active EE | $9,513 | $4,883+94.8% | $5,923+60.6% | $3,607+163.7% |
| Admin fee / account holder | $578 | $4,668-87.6% | $7,743-92.5% | $5,124-88.7% |