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 | $115,592 | $80,717+43.2% | $154,803-25.3% | $84,808+36.3% |
| Participation rate | 82.9% | 66.8%+16.0pp | 78.1%+4.8pp | 68.3%+14.5pp |
| Annual return | 16.83% | 37.96%-21.1pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $4,383 | $2,761+58.7% | $4,305+1.8% | $2,631+66.6% |
| Participant deferral / active EE | $5,962 | $3,303+80.5% | $5,540+7.6% | $4,212+41.6% |
| Admin fee / account holder | $689 | $6,746-89.8% | $14,329-95.2% | $7,344-90.6% |