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 | $95,629 | $81,460+17.4% | $103,333-7.5% | $80,856+18.3% |
| Participation rate | 94.2% | 66.8%+27.3pp | 74.5%+19.7pp | 67.6%+26.5pp |
| Annual return | 15.22% | 25.55%-10.3pp | 24.88%-9.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,909 | $3,105-38.5% | $3,868-50.6% | $2,755-30.7% |
| Participant deferral / active EE | $5,936 | $3,869+53.4% | $5,057+17.4% | $4,296+38.2% |
| Admin fee / account holder | $6,316 | $6,566-3.8% | $8,355-24.4% | $6,918-8.7% |