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 | $88,583 | $49,227+79.9% | $70,449+25.7% | $79,858+10.9% |
| Participation rate | 91.5% | 69.2%+22.3pp | 75.1%+16.4pp | 69.6%+21.8pp |
| Annual return | 14.87% | 30.06%-15.2pp | 109.03%-94.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,490 | $2,099-29.0% | $2,737-45.6% | $2,471-39.7% |
| Participant deferral / active EE | $2,192 | $2,768-20.8% | $3,709-40.9% | $3,740-41.4% |
| Admin fee / account holder | $3,889 | $2,878+35.1% | $3,845+1.1% | $5,306-26.7% |