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 | $92,299 | $77,634+18.9% | $156,549-41.0% | $62,891+46.8% |
| Participation rate | 91.7% | 71.2%+20.5pp | 84.0%+7.7pp | 69.3%+22.4pp |
| Annual return | 7.87% | 50.32%-42.4pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $5,118 | $3,444+48.6% | $5,501-7.0% | $2,281+124.4% |
| Participant deferral / active EE | $3,740 | $3,045+22.8% | $4,871-23.2% | $3,203+16.8% |
| Admin fee / account holder | $1,371 | $5,561-75.4% | $13,027-89.5% | $4,296-68.1% |