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 | $234,130 | $89,355+162.0% | $141,162+65.9% | $72,985+220.8% |
| Participation rate | 90.1% | 75.1%+15.0pp | 82.5%+7.6pp | 69.5%+20.6pp |
| Annual return | 22.53% | 111.85%-89.3pp | 71.39%-48.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,310 | $3,114-57.9% | $4,735-72.3% | $2,440-46.3% |
| Participant deferral / active EE | $11,218 | $5,418+107.0% | $6,709+67.2% | $3,607+211.0% |
| Admin fee / account holder | $9,769 | $5,958+64.0% | $10,261-4.8% | $5,124+90.6% |