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 | $84,653 | $86,944-2.6% | $107,525-21.3% | $74,304+13.9% |
| Participation rate | 74.5% | 59.6%+14.9pp | 75.1%-0.6pp | 60.3%+14.1pp |
| Annual return | 19.30% | 23.52%-4.2pp | 181.32%-162.0pp | 29.43%-10.1pp |
| Employer contribution / active EE | $3,157 | $2,757+14.5% | $3,754-15.9% | $2,241+40.9% |
| Participant deferral / active EE | $4,974 | $3,554+40.0% | $5,116-2.8% | $3,767+32.0% |
| Admin fee / account holder | $4,743 | $3,727+27.3% | $8,919-46.8% | $2,969+59.8% |