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 | $69,358 | $87,013-20.3% | $106,213-34.7% | $80,856-14.2% |
| Participation rate | 90.2% | 70.4%+19.8pp | 75.3%+14.9pp | 67.6%+22.6pp |
| Annual return | 11.77% | 17.05%-5.3pp | 116.14%-104.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $3,213 | $2,395+34.2% | $3,171+1.3% | $2,755+16.6% |
| Participant deferral / active EE | $4,795 | $3,986+20.3% | $5,016-4.4% | $4,296+11.6% |
| Admin fee / account holder | $6,187 | $8,431-26.6% | $11,033-43.9% | $6,918-10.6% |