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 | $83,245 | $138,347-39.8% | $184,203-54.8% | $80,856+3.0% |
| Participation rate | 84.0% | 83.9%+0.2pp | 86.8%-2.8pp | 67.6%+16.4pp |
| Annual return | 12.80% | 20.02%-7.2pp | 28.81%-16.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,367 | $4,850-51.2% | $6,427-63.2% | $2,755-14.1% |
| Participant deferral / active EE | $4,424 | $7,071-37.4% | $9,131-51.5% | $4,296+3.0% |
| Admin fee / account holder | $13,968 | $10,483+33.2% | $13,901+0.5% | $6,918+101.9% |