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 | $108,836 | $106,749+2.0% | $145,433-25.2% | $82,448+32.0% |
| Participation rate | 74.5% | 75.6%-1.2pp | 82.1%-7.7pp | 68.1%+6.4pp |
| Annual return | 17.34% | 27.59%-10.2pp | 66.58%-49.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $9,416 | $3,444+173.4% | $4,554+106.7% | $2,551+269.1% |
| Participant deferral / active EE | $14,778 | $6,519+126.7% | $7,897+87.1% | $4,139+257.0% |
| Admin fee / account holder | $7,167 | $8,390-14.6% | $13,129-45.4% | $7,234-0.9% |