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 | $92,158 | $51,638+78.5% | $68,368+34.8% | $82,448+11.8% |
| Participation rate | 97.8% | 63.6%+34.2pp | 73.8%+24.1pp | 68.1%+29.7pp |
| Annual return | 16.74% | 37.53%-20.8pp | 292.57%-275.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $3,802 | $2,047+85.8% | $2,649+43.5% | $2,551+49.0% |
| Participant deferral / active EE | $5,325 | $2,914+82.8% | $4,123+29.2% | $4,139+28.7% |
| Admin fee / account holder | $4,937 | $4,643+6.3% | $5,150-4.1% | $7,234-31.8% |