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 | $105,380 | $76,670+37.4% | $96,683+9.0% | $71,457+47.5% |
| Participation rate | 72.9% | 66.6%+6.3pp | 74.3%-1.5pp | 67.9%+4.9pp |
| Annual return | 16.90% | 48.29%-31.4pp | 35.69%-18.8pp | 28.85%-12.0pp |
| Employer contribution / active EE | $8,344 | $3,031+175.3% | $3,737+123.3% | $2,588+222.5% |
| Participant deferral / active EE | $3,637 | $3,771-3.6% | $4,878-25.4% | $4,289-15.2% |
| Admin fee / account holder | $9,949 | $2,028+390.5% | $6,730+47.8% | $1,587+526.8% |