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 | $214,070 | $132,049+62.1% | $200,582+6.7% | $74,304+188.1% |
| Participation rate | 83.3% | 84.1%-0.7pp | 86.9%-3.6pp | 60.3%+23.0pp |
| Annual return | 16.94% | 22.22%-5.3pp | 42.33%-25.4pp | 29.43%-12.5pp |
| Employer contribution / active EE | $5,942 | $4,558+30.4% | $6,419-7.4% | $2,241+165.1% |
| Participant deferral / active EE | $6,530 | $7,213-9.5% | $9,331-30.0% | $3,767+73.3% |
| Admin fee / account holder | $5,550 | $2,405+130.8% | $16,305-66.0% | $2,969+86.9% |