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 | $128,035 | $80,968+58.1% | $96,544+32.6% | $75,163+70.3% |
| Participation rate | 90.5% | 71.8%+18.8pp | 76.0%+14.6pp | 67.2%+23.3pp |
| Annual return | 23.66% | 27.06%-3.4pp | 25.84%-2.2pp | 160.62%-137.0pp |
| Employer contribution / active EE | $4,252 | $2,282+86.4% | $2,965+43.4% | $2,670+59.3% |
| Participant deferral / active EE | $8,528 | $3,928+117.1% | $4,851+75.8% | $4,125+106.7% |
| Admin fee / account holder | $4,240 | $6,724-36.9% | $8,252-48.6% | $5,651-25.0% |