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 | $93,731 | $87,870+6.7% | $113,168-17.2% | $74,304+26.1% |
| Participation rate | 83.0% | 70.7%+12.3pp | 76.6%+6.4pp | 60.3%+22.7pp |
| Annual return | 22.35% | 26.44%-4.1pp | 24.27%-1.9pp | 29.43%-7.1pp |
| Employer contribution / active EE | $2,440 | $2,277+7.2% | $2,975-18.0% | $2,241+8.9% |
| Participant deferral / active EE | $3,492 | $4,241-17.7% | $5,107-31.6% | $3,767-7.3% |
| Admin fee / account holder | $2,264 | $3,368-32.8% | $12,068-81.2% | $2,969-23.7% |