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 | $111,405 | $66,098+68.5% | $101,794+9.4% | $74,304+49.9% |
| Participation rate | 98.1% | 53.8%+44.3pp | 69.2%+28.9pp | 60.3%+37.7pp |
| Annual return | 34.97% | 19.59%+15.4pp | 30.53%+4.4pp | 29.43%+5.5pp |
| Employer contribution / active EE | $4,222 | $1,082+290.4% | $2,289+84.5% | $2,241+88.4% |
| Participant deferral / active EE | $8,655 | $2,781+211.2% | $4,084+111.9% | $3,767+129.7% |
| Admin fee / account holder | $2,419 | $4,146-41.7% | $8,777-72.4% | $2,969-18.5% |