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 | $91,807 | $76,552+19.9% | $123,892-25.9% | $62,891+46.0% |
| Participation rate | 80.4% | 73.0%+7.5pp | 81.4%-1.0pp | 69.3%+11.1pp |
| Annual return | 8.88% | 18.68%-9.8pp | 47.52%-38.6pp | 20.14%-11.3pp |
| Employer contribution / active EE | $3,914 | $2,883+35.8% | $4,617-15.2% | $2,281+71.6% |
| Participant deferral / active EE | $8,538 | $4,840+76.4% | $5,984+42.7% | $3,203+166.6% |
| Admin fee / account holder | $1,112 | $4,826-77.0% | $8,357-86.7% | $4,296-74.1% |