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 | $208,942 | $109,881+90.2% | $150,045+39.3% | $84,808+146.4% |
| Participation rate | 72.8% | 76.1%-3.3pp | 82.3%-9.5pp | 68.3%+4.5pp |
| Annual return | 15.31% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,990 | $3,561+12.0% | $4,693-15.0% | $2,631+51.6% |
| Participant deferral / active EE | $11,264 | $6,636+69.7% | $7,997+40.8% | $4,212+167.4% |
| Admin fee / account holder | $8,328 | $8,568-2.8% | $13,435-38.0% | $7,344+13.4% |