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 | $98,916 | $65,041+52.1% | $90,951+8.8% | $79,858+23.9% |
| Participation rate | 88.2% | 61.6%+26.6pp | 69.0%+19.1pp | 69.6%+18.5pp |
| Annual return | 14.50% | 30.45%-16.0pp | 134.60%-120.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,362 | $1,247+9.2% | $2,122-35.8% | $2,471-44.9% |
| Participant deferral / active EE | $4,197 | $2,512+67.1% | $3,373+24.4% | $3,740+12.2% |
| Admin fee / account holder | $2,474 | $4,536-45.5% | $5,959-58.5% | $5,306-53.4% |