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 7-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 | $119,294 | $55,453+115.1% | $170,442-30.0% | $62,292+91.5% |
| Participation rate | 89.4% | 66.4%+23.1pp | 83.6%+5.8pp | 69.5%+19.9pp |
| Annual return | 17.23% | 21.38%-4.1pp | 205.93%-188.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $1,784 | $2,164-17.6% | $5,433-67.2% | $2,042-12.7% |
| Participant deferral / active EE | $4,149 | $2,303+80.2% | $4,939-16.0% | $3,169+30.9% |
| Admin fee / account holder | $3,466 | $455+661.7% | $13,880-75.0% | $479+623.1% |