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 | $85,964 | $72,277+18.9% | $101,248-15.1% | $79,858+7.6% |
| Participation rate | 96.3% | 68.5%+27.9pp | 75.8%+20.5pp | 69.6%+26.7pp |
| Annual return | 16.95% | 22.30%-5.3pp | 46.47%-29.5pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,864 | $2,692-30.8% | $3,660-49.1% | $2,471-24.6% |
| Participant deferral / active EE | $4,733 | $3,282+44.2% | $4,370+8.3% | $3,740+26.5% |
| Admin fee / account holder | $15,659 | $4,400+255.9% | $5,945+163.4% | $5,306+195.1% |