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 | $127,556 | $83,477+52.8% | $125,175+1.9% | $72,985+74.8% |
| Participation rate | 98.6% | 73.3%+25.3pp | 79.8%+18.9pp | 69.5%+29.2pp |
| Annual return | 17.15% | 25.78%-8.6pp | 43.79%-26.6pp | 81.00%-63.9pp |
| Employer contribution / active EE | $6,045 | $2,345+157.8% | $3,865+56.4% | $2,440+147.8% |
| Participant deferral / active EE | $5,164 | $3,585+44.0% | $4,937+4.6% | $3,607+43.1% |
| Admin fee / account holder | $3,359 | $5,517-39.1% | $9,702-65.4% | $5,124-34.5% |