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 | $89,547 | $81,460+9.9% | $103,333-13.3% | $80,856+10.7% |
| Participation rate | 95.7% | 66.8%+28.8pp | 74.5%+21.1pp | 67.6%+28.0pp |
| Annual return | 15.47% | 25.55%-10.1pp | 24.88%-9.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $3,309 | $3,105+6.6% | $3,868-14.4% | $2,755+20.1% |
| Participant deferral / active EE | $7,306 | $3,869+88.8% | $5,057+44.5% | $4,296+70.1% |
| Admin fee / account holder | $14,008 | $6,566+113.3% | $8,355+67.7% | $6,918+102.5% |