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 | $101,725 | $93,571+8.7% | $135,903-25.1% | $75,163+35.3% |
| Participation rate | 75.6% | 75.2%+0.4pp | 81.9%-6.3pp | 67.2%+8.4pp |
| Annual return | 22.30% | 30.90%-8.6pp | 68.23%-45.9pp | 160.62%-138.3pp |
| Employer contribution / active EE | $1,012 | $3,537-71.4% | $4,856-79.2% | $2,670-62.1% |
| Participant deferral / active EE | $6,600 | $6,404+3.1% | $7,758-14.9% | $4,125+60.0% |
| Admin fee / account holder | $5,579 | $6,975-20.0% | $10,762-48.2% | $5,651-1.3% |