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 | $149,427 | $86,929+71.9% | $102,423+45.9% | $80,856+84.8% |
| Participation rate | 89.5% | 72.4%+17.2pp | 76.5%+13.0pp | 67.6%+21.9pp |
| Annual return | 13.54% | 18.88%-5.3pp | 29.32%-15.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,432 | $2,369+2.6% | $3,023-19.6% | $2,755-11.7% |
| Participant deferral / active EE | $8,560 | $4,118+107.8% | $5,053+69.4% | $4,296+99.3% |
| Admin fee / account holder | $3,331 | $8,049-58.6% | $9,451-64.8% | $6,918-51.8% |