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 | $94,192 | $87,870+7.2% | $113,168-16.8% | $74,304+26.8% |
| Participation rate | 93.4% | 70.7%+22.6pp | 76.6%+16.8pp | 60.3%+33.0pp |
| Annual return | 26.35% | 26.44%-0.1pp | 24.27%+2.1pp | 29.43%-3.1pp |
| Employer contribution / active EE | $2,802 | $2,277+23.1% | $2,975-5.8% | $2,241+25.0% |
| Participant deferral / active EE | $5,125 | $4,241+20.8% | $5,107+0.4% | $3,767+36.0% |
| Admin fee / account holder | $2,361 | $3,368-29.9% | $12,068-80.4% | $2,969-20.5% |