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 | $101,688 | $109,413-7.1% | $156,263-34.9% | $84,808+19.9% |
| Participation rate | 94.4% | 72.7%+21.7pp | 78.9%+15.5pp | 68.3%+26.1pp |
| Annual return | 21.99% | 20.18%+1.8pp | 59.47%-37.5pp | 40.90%-18.9pp |
| Employer contribution / active EE | $5,183 | $2,907+78.3% | $4,333+19.6% | $2,631+97.0% |
| Participant deferral / active EE | $12,748 | $4,590+177.8% | $6,158+107.0% | $4,212+202.7% |
| Admin fee / account holder | $3,412 | $9,357-63.5% | $14,255-76.1% | $7,344-53.5% |