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 | $116,338 | $89,739+29.6% | $149,718-22.3% | $62,292+86.8% |
| Participation rate | 92.5% | 85.1%+7.4pp | 87.1%+5.5pp | 69.5%+23.0pp |
| Annual return | 24.21% | 21.01%+3.2pp | 1501.63%-1477.4pp | 28.90%-4.7pp |
| Employer contribution / active EE | $2,187 | $3,233-32.4% | $5,445-59.8% | $2,042+7.1% |
| Participant deferral / active EE | $8,672 | $4,797+80.8% | $6,569+32.0% | $3,169+173.7% |
| Admin fee / account holder | $2,894 | $551+424.9% | $11,283-74.4% | $479+503.7% |