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 | $97,410 | $101,724-4.2% | $164,813-40.9% | $80,856+20.5% |
| Participation rate | 95.7% | 71.8%+23.8pp | 78.6%+17.0pp | 67.6%+28.0pp |
| Annual return | 11.69% | 16.72%-5.0pp | 69.93%-58.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $5,896 | $2,953+99.6% | $4,341+35.8% | $2,755+114.0% |
| Participant deferral / active EE | $5,752 | $4,477+28.5% | $6,031-4.6% | $4,296+33.9% |
| Admin fee / account holder | $8,360 | $8,227+1.6% | $12,690-34.1% | $6,918+20.8% |