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 | $108,856 | $109,881-0.9% | $150,045-27.5% | $84,808+28.4% |
| Participation rate | 83.1% | 76.1%+7.0pp | 82.3%+0.8pp | 68.3%+14.8pp |
| Annual return | 17.39% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $6,325 | $3,561+77.6% | $4,693+34.8% | $2,631+140.4% |
| Participant deferral / active EE | $10,737 | $6,636+61.8% | $7,997+34.3% | $4,212+154.9% |
| Admin fee / account holder | $15,737 | $8,568+83.7% | $13,435+17.1% | $7,344+114.3% |