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 | $86,010 | $95,803-10.2% | $113,168-24.0% | $84,808+1.4% |
| Participation rate | 96.7% | 72.9%+23.9pp | 76.6%+20.2pp | 68.3%+28.4pp |
| Annual return | 16.77% | 25.00%-8.2pp | 24.27%-7.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,440 | $2,360+45.8% | $2,975+15.6% | $2,631+30.8% |
| Participant deferral / active EE | $7,325 | $4,242+72.7% | $5,107+43.4% | $4,212+73.9% |
| Admin fee / account holder | $13,700 | $8,989+52.4% | $12,068+13.5% | $7,344+86.6% |