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 | $126,055 | $72,277+74.4% | $101,248+24.5% | $79,858+57.8% |
| Participation rate | 94.9% | 68.5%+26.5pp | 75.8%+19.1pp | 69.6%+25.3pp |
| Annual return | 13.46% | 22.30%-8.8pp | 46.47%-33.0pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,375 | $2,692-11.7% | $3,660-35.1% | $2,471-3.9% |
| Participant deferral / active EE | $7,046 | $3,282+114.7% | $4,370+61.2% | $3,740+88.4% |
| Admin fee / account holder | $5,767 | $4,400+31.1% | $5,945-3.0% | $5,306+8.7% |