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 8-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 | $125,851 | $79,171+59.0% | $102,423+22.9% | $74,495+68.9% |
| Participation rate | 84.0% | 74.8%+9.2pp | 76.5%+7.5pp | 67.2%+16.8pp |
| Annual return | 11.41% | 54.93%-43.5pp | 29.32%-17.9pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $2,768 | $2,362+17.2% | $3,023-8.5% | $2,623+5.5% |
| Participant deferral / active EE | $6,154 | $4,415+39.4% | $5,053+21.8% | $4,346+41.6% |
| Admin fee / account holder | $2,105 | $2,001+5.2% | $9,451-77.7% | $1,942+8.4% |