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 | $131,188 | $91,538+43.3% | $129,995+0.9% | $75,163+74.5% |
| Participation rate | 95.7% | 71.4%+24.3pp | 78.5%+17.3pp | 67.2%+28.6pp |
| Annual return | 19.95% | -631.11%+651.1pp | -137.18%+157.1pp | 160.62%-140.7pp |
| Employer contribution / active EE | $6,479 | $2,845+127.7% | $4,320+50.0% | $2,670+142.7% |
| Participant deferral / active EE | $6,757 | $4,341+55.6% | $5,820+16.1% | $4,125+63.8% |
| Admin fee / account holder | $21,210 | $6,790+212.4% | $10,614+99.8% | $5,651+275.3% |