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 | $137,469 | $95,416+44.1% | $185,823-26.0% | $85,850+60.1% |
| Participation rate | 91.6% | 68.8%+22.8pp | 81.7%+9.9pp | 69.3%+22.3pp |
| Annual return | 16.57% | 23.59%-7.0pp | 122.05%-105.5pp | 318.53%-302.0pp |
| Employer contribution / active EE | $4,817 | $3,314+45.4% | $5,167-6.8% | $2,565+87.8% |
| Participant deferral / active EE | $4,918 | $3,423+43.7% | $5,568-11.7% | $3,952+24.5% |
| Admin fee / account holder | $762 | $7,213-89.4% | $16,237-95.3% | $6,260-87.8% |