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 | $106,371 | $80,717+31.8% | $154,803-31.3% | $84,808+25.4% |
| Participation rate | 98.8% | 66.8%+32.0pp | 78.1%+20.7pp | 68.3%+30.5pp |
| Annual return | 15.79% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $7,005 | $2,761+153.7% | $4,305+62.7% | $2,631+166.3% |
| Participant deferral / active EE | $3,147 | $3,303-4.7% | $5,540-43.2% | $4,212-25.3% |
| Admin fee / account holder | $7,263 | $6,746+7.7% | $14,329-49.3% | $7,344-1.1% |