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 | $108,496 | $92,985+16.7% | $153,485-29.3% | $80,856+34.2% |
| Participation rate | 88.2% | 69.0%+19.3pp | 77.1%+11.2pp | 67.6%+20.6pp |
| Annual return | 16.11% | 19.95%-3.8pp | 15.65%+0.5pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,670 | $3,507-23.9% | $5,039-47.0% | $2,755-3.1% |
| Participant deferral / active EE | $10,101 | $5,178+95.1% | $6,757+49.5% | $4,296+135.1% |
| Admin fee / account holder | $5,109 | $8,880-42.5% | $12,724-59.9% | $6,918-26.2% |