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 | $91,409 | $53,596+70.6% | $90,645+0.8% | $64,186+42.4% |
| Participation rate | 92.4% | 64.5%+27.9pp | 74.0%+18.4pp | 69.6%+22.8pp |
| Annual return | 8.69% | 4.41%+4.3pp | 1.88%+6.8pp | 7.63%+1.1pp |
| Employer contribution / active EE | $6,329 | $1,503+321.1% | $2,532+150.0% | $2,381+165.8% |
| Participant deferral / active EE | $5,251 | $2,459+113.6% | $3,425+53.3% | $3,470+51.4% |
| Admin fee / account holder | $1,782 | $3,868-53.9% | $4,994-64.3% | $4,888-63.5% |