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 | $78,818 | $76,552+3.0% | $123,892-36.4% | $62,891+25.3% |
| Participation rate | 93.3% | 73.0%+20.4pp | 81.4%+11.9pp | 69.3%+24.0pp |
| Annual return | 7.16% | 18.68%-11.5pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $4,502 | $2,883+56.2% | $4,617-2.5% | $2,281+97.4% |
| Participant deferral / active EE | $5,027 | $4,840+3.9% | $5,984-16.0% | $3,203+56.9% |
| Admin fee / account holder | $724 | $4,826-85.0% | $8,357-91.3% | $4,296-83.2% |