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 | $126,936 | $89,753+41.4% | $107,525+18.1% | $84,808+49.7% |
| Participation rate | 98.9% | 68.1%+30.9pp | 75.1%+23.9pp | 68.3%+30.6pp |
| Annual return | 18.30% | 29.48%-11.2pp | 181.32%-163.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,174 | $3,113+1.9% | $3,754-15.4% | $2,631+20.6% |
| Participant deferral / active EE | $6,595 | $4,056+62.6% | $5,116+28.9% | $4,212+56.6% |
| Admin fee / account holder | $4,250 | $7,222-41.2% | $8,919-52.3% | $7,344-42.1% |