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 | $72,288 | $76,552-5.6% | $123,892-41.7% | $62,891+14.9% |
| Participation rate | 85.2% | 73.0%+12.2pp | 81.4%+3.8pp | 69.3%+15.9pp |
| Annual return | 10.69% | 18.68%-8.0pp | 47.52%-36.8pp | 20.14%-9.4pp |
| Employer contribution / active EE | $5,312 | $2,883+84.3% | $4,617+15.1% | $2,281+132.9% |
| Participant deferral / active EE | $11,951 | $4,840+146.9% | $5,984+99.7% | $3,203+273.1% |
| Admin fee / account holder | $3,826 | $4,826-20.7% | $8,357-54.2% | $4,296-10.9% |