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 | $116,477 | $84,936+37.1% | $111,297+4.7% | $79,386+46.7% |
| Participation rate | 91.5% | 75.9%+15.7pp | 77.3%+14.2pp | 70.7%+20.8pp |
| Annual return | 13.69% | 17.45%-3.8pp | 54.65%-41.0pp | 116.85%-103.2pp |
| Employer contribution / active EE | $1,421 | $1,979-28.2% | $2,731-48.0% | $2,427-41.5% |
| Participant deferral / active EE | $5,684 | $3,888+46.2% | $4,487+26.7% | $4,046+40.5% |
| Admin fee / account holder | $2,404 | $537+347.5% | $7,964-69.8% | $626+283.8% |