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 | $94,409 | $89,355+5.7% | $141,162-33.1% | $72,985+29.4% |
| Participation rate | 83.3% | 75.1%+8.2pp | 82.5%+0.9pp | 69.5%+13.8pp |
| Annual return | 45.11% | 111.85%-66.7pp | 71.39%-26.3pp | 81.00%-35.9pp |
| Employer contribution / active EE | $2,967 | $3,114-4.7% | $4,735-37.3% | $2,440+21.6% |
| Participant deferral / active EE | $6,631 | $5,418+22.4% | $6,709-1.2% | $3,607+83.8% |
| Admin fee / account holder | $2,659 | $5,958-55.4% | $10,261-74.1% | $5,124-48.1% |