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 | $86,485 | $77,813+11.1% | $123,544-30.0% | $64,186+34.7% |
| Participation rate | 95.6% | 74.7%+20.9pp | 82.3%+13.3pp | 69.6%+26.0pp |
| Annual return | 10.29% | 12.48%-2.2pp | 119.20%-108.9pp | 7.63%+2.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,844 | $5,240+49.7% | $6,426+22.1% | $3,470+126.1% |
| Admin fee / account holder | $4,637 | $5,519-16.0% | $9,284-50.1% | $4,888-5.1% |