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 | $194,469 | $78,422+148.0% | $95,952+102.7% | $79,858+143.5% |
| Participation rate | 97.7% | 73.5%+24.2pp | 77.1%+20.6pp | 69.6%+28.1pp |
| Annual return | 17.38% | 19.37%-2.0pp | 91.61%-74.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,062 | $1,945-45.4% | $2,541-58.2% | $2,471-57.0% |
| Participant deferral / active EE | $5,911 | $3,440+71.9% | $4,167+41.9% | $3,740+58.1% |
| Admin fee / account holder | $2,050 | $5,622-63.5% | $6,795-69.8% | $5,306-61.4% |