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 | $136,260 | $98,750+38.0% | $149,696-9.0% | $79,858+70.6% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.5%+6.1pp | 69.6%+19.0pp |
| Annual return | 13.60% | 27.43%-13.8pp | 276.60%-263.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $9,343 | $3,216+190.5% | $4,644+101.2% | $2,471+278.2% |
| Participant deferral / active EE | $6,018 | $5,680+5.9% | $6,842-12.0% | $3,740+60.9% |
| Admin fee / account holder | $6,990 | $6,053+15.5% | $9,309-24.9% | $5,306+31.7% |