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 | $191,252 | $77,899+145.5% | $149,673+27.8% | $75,163+154.4% |
| Participation rate | 98.7% | 65.6%+33.1pp | 78.8%+19.9pp | 67.2%+31.5pp |
| Annual return | 17.22% | 31.72%-14.5pp | 134.42%-117.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $6,505 | $3,137+107.3% | $4,818+35.0% | $2,670+143.6% |
| Participant deferral / active EE | $6,864 | $3,411+101.2% | $5,680+20.8% | $4,125+66.4% |
| Admin fee / account holder | $5,430 | $5,956-8.8% | $13,210-58.9% | $5,651-3.9% |