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 | $101,587 | $67,984+49.4% | $65,493+55.1% | $74,304+36.7% |
| Participation rate | 84.9% | 66.3%+18.6pp | 73.1%+11.8pp | 60.3%+24.6pp |
| Annual return | 17.76% | 19.87%-2.1pp | 982.45%-964.7pp | 29.43%-11.7pp |
| Employer contribution / active EE | $3,475 | $2,491+39.5% | $2,574+35.0% | $2,241+55.0% |
| Participant deferral / active EE | $8,227 | $3,346+145.9% | $3,961+107.7% | $3,767+118.4% |
| Admin fee / account holder | $683 | $1,373-50.3% | $5,028-86.4% | $2,969-77.0% |