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 | $101,763-4.3% | $164,866-40.9% | $80,874+20.4% |
| Participation rate | 95.7% | 71.8%+23.8pp | 78.6%+17.0pp | 67.6%+28.0pp |
| Annual return | 11.69% | 16.73%-5.0pp | 69.97%-58.3pp | 35.62%-23.9pp |
| Employer contribution / active EE | $5,896 | $2,954+99.6% | $4,343+35.8% | $2,756+114.0% |
| Participant deferral / active EE | $5,752 | $4,477+28.5% | $6,033-4.7% | $4,297+33.9% |
| Admin fee / account holder | $8,360 | $8,228+1.6% | $12,689-34.1% | $6,935+20.5% |