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 | $138,502 | $102,605+35.0% | $145,661-4.9% | $84,808+63.3% |
| Participation rate | 83.2% | 74.3%+8.9pp | 77.2%+5.9pp | 68.3%+14.8pp |
| Annual return | 22.19% | 26.50%-4.3pp | 101.46%-79.3pp | 40.90%-18.7pp |
| Employer contribution / active EE | $1,346 | $3,325-59.5% | $4,238-68.2% | $2,631-48.9% |
| Participant deferral / active EE | $14,010 | $5,750+143.6% | $7,198+94.6% | $4,212+232.7% |
| Admin fee / account holder | $3,862 | $8,758-55.9% | $12,466-69.0% | $7,344-47.4% |