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 | $101,417 | $45,073+125.0% | $69,455+46.0% | $72,985+39.0% |
| Participation rate | 96.5% | 68.5%+28.0pp | 74.6%+21.9pp | 69.5%+27.0pp |
| Annual return | 21.67% | 22.65%-1.0pp | 28.97%-7.3pp | 81.00%-59.3pp |
| Employer contribution / active EE | $4,418 | $2,054+115.1% | $2,779+59.0% | $2,440+81.1% |
| Participant deferral / active EE | $4,993 | $2,602+91.9% | $3,535+41.2% | $3,607+38.4% |
| Admin fee / account holder | $1,922 | $3,056-37.1% | $3,839-49.9% | $5,124-62.5% |