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 | $170,514 | $85,766+98.8% | $136,294+25.1% | $70,131+143.1% |
| Participation rate | 94.1% | 74.2%+20.0pp | 81.9%+12.2pp | 69.5%+24.6pp |
| Annual return | 19.26% | 31.45%-12.2pp | 5155.94%-5136.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $3,124 | $2,966+5.3% | $4,695-33.5% | $2,342+33.4% |
| Participant deferral / active EE | $5,043 | $5,051-0.2% | $6,247-19.3% | $3,332+51.4% |
| Admin fee / account holder | $2,583 | $5,420-52.4% | $9,243-72.1% | $4,645-44.4% |