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 | $85,917 | $61,214+40.4% | $83,333+3.1% | $56,287+52.6% |
| Participation rate | 95.4% | 72.6%+22.8pp | 77.8%+17.6pp | 69.9%+25.5pp |
| Annual return | 12.41% | 0.42%+12.0pp | 10.63%+1.8pp | -9.96%+22.4pp |
| Employer contribution / active EE | $3,086 | $1,925+60.3% | $3,379-8.7% | $2,111+46.2% |
| Participant deferral / active EE | $7,232 | $5,091+42.0% | $5,565+30.0% | $3,350+115.9% |
| Admin fee / account holder | $2,939 | $512+474.5% | $7,510-60.9% | $521+464.2% |