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 | $95,256 | $69,477+37.1% | $94,646+0.6% | $71,457+33.3% |
| Participation rate | 82.9% | 78.4%+4.4pp | 80.8%+2.0pp | 67.9%+14.9pp |
| Annual return | 23.15% | 29.66%-6.5pp | 156.71%-133.6pp | 28.85%-5.7pp |
| Employer contribution / active EE | $5,631 | $2,853+97.4% | $3,672+53.3% | $2,588+117.6% |
| Participant deferral / active EE | $13,777 | $7,345+87.6% | $7,418+85.7% | $4,289+221.2% |
| Admin fee / account holder | $4,611 | $1,210+281.2% | $7,231-36.2% | $1,587+190.5% |