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 | $189,445 | $65,376+189.8% | $87,100+117.5% | $65,185+190.6% |
| Participation rate | 84.9% | 75.3%+9.5pp | 76.9%+8.0pp | 70.2%+14.7pp |
| Annual return | 20.42% | 31.27%-10.9pp | 28.19%-7.8pp | 29.38%-9.0pp |
| Employer contribution / active EE | $5,409 | $1,822+196.8% | $2,521+114.5% | $2,177+148.5% |
| Participant deferral / active EE | $2,422 | $3,388-28.5% | $4,049-40.2% | $3,514-31.1% |
| Admin fee / account holder | $5,497 | $520+957.6% | $7,497-26.7% | $847+548.9% |