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 | $111,373 | $100,923+10.4% | $150,045-25.8% | $74,304+49.9% |
| Participation rate | 78.6% | 70.1%+8.6pp | 82.3%-3.7pp | 60.3%+18.3pp |
| Annual return | 14.84% | 51.77%-36.9pp | 62.55%-47.7pp | 29.43%-14.6pp |
| Employer contribution / active EE | $3,303 | $3,463-4.6% | $4,693-29.6% | $2,241+47.4% |
| Participant deferral / active EE | $5,083 | $6,709-24.2% | $7,997-36.4% | $3,767+34.9% |
| Admin fee / account holder | $4,397 | $2,767+58.9% | $13,435-67.3% | $2,969+48.1% |