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 | $134,597 | $77,634+73.4% | $156,549-14.0% | $62,891+114.0% |
| Participation rate | 86.8% | 71.2%+15.6pp | 84.0%+2.8pp | 69.3%+17.5pp |
| Annual return | 9.05% | 50.32%-41.3pp | 32.23%-23.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $5,667 | $3,444+64.6% | $5,501+3.0% | $2,281+148.5% |
| Participant deferral / active EE | $4,774 | $3,045+56.8% | $4,871-2.0% | $3,203+49.0% |
| Admin fee / account holder | $2,524 | $5,561-54.6% | $13,027-80.6% | $4,296-41.2% |