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 | $131,261 | $78,672+66.8% | $109,143+20.3% | $85,850+52.9% |
| Participation rate | 97.1% | 68.3%+28.9pp | 75.9%+21.3pp | 69.3%+27.8pp |
| Annual return | 15.73% | 25.09%-9.4pp | 25.75%-10.0pp | 318.53%-302.8pp |
| Employer contribution / active EE | $3,602 | $2,735+31.7% | $3,722-3.2% | $2,565+40.4% |
| Participant deferral / active EE | $6,127 | $3,467+76.7% | $4,653+31.7% | $3,952+55.0% |
| Admin fee / account holder | $35,207 | $5,469+543.7% | $6,752+421.4% | $6,260+462.4% |