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 | $151,010 | $77,314+95.3% | $177,989-15.2% | $80,856+86.8% |
| Participation rate | 81.8% | 65.7%+16.1pp | 77.1%+4.7pp | 67.6%+14.2pp |
| Annual return | 14.99% | 18.09%-3.1pp | 294.48%-279.5pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,466 | $2,292+7.6% | $3,949-37.6% | $2,755-10.5% |
| Participant deferral / active EE | $8,821 | $4,411+100.0% | $6,276+40.6% | $4,296+105.3% |
| Admin fee / account holder | $11,419 | $7,191+58.8% | $10,363+10.2% | $6,918+65.1% |