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 | $81,900 | $75,183+8.9% | $123,892-33.9% | $55,167+48.5% |
| Participation rate | 91.3% | 72.8%+18.4pp | 81.4%+9.9pp | 69.0%+22.3pp |
| Annual return | 16.98% | 19.01%-2.0pp | 47.52%-30.5pp | 169.23%-152.2pp |
| Employer contribution / active EE | $3,509 | $2,823+24.3% | $4,617-24.0% | $1,963+78.8% |
| Participant deferral / active EE | $5,827 | $5,084+14.6% | $5,984-2.6% | $3,054+90.8% |
| Admin fee / account holder | $1,518 | $663+129.1% | $8,357-81.8% | $504+201.2% |