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 | $83,205 | $86,929-4.3% | $102,423-18.8% | $80,856+2.9% |
| Participation rate | 89.3% | 72.4%+16.9pp | 76.5%+12.8pp | 67.6%+21.6pp |
| Annual return | 23.31% | 18.88%+4.4pp | 29.32%-6.0pp | 35.59%-12.3pp |
| Employer contribution / active EE | $3,347 | $2,369+41.2% | $3,023+10.7% | $2,755+21.5% |
| Participant deferral / active EE | $6,569 | $4,118+59.5% | $5,053+30.0% | $4,296+52.9% |
| Admin fee / account holder | $9,816 | $8,049+22.0% | $9,451+3.9% | $6,918+41.9% |