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 | $159,014 | $78,422+102.8% | $95,952+65.7% | $79,858+99.1% |
| Participation rate | 94.2% | 73.5%+20.7pp | 77.1%+17.1pp | 69.6%+24.6pp |
| Annual return | 22.85% | 19.37%+3.5pp | 91.61%-68.8pp | 31.71%-8.9pp |
| Employer contribution / active EE | $5,080 | $1,945+161.2% | $2,541+99.9% | $2,471+105.6% |
| Participant deferral / active EE | $7,108 | $3,440+106.6% | $4,167+70.6% | $3,740+90.0% |
| Admin fee / account holder | $2,913 | $5,622-48.2% | $6,795-57.1% | $5,306-45.1% |