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 | $102,868 | $85,766+19.9% | $136,294-24.5% | $70,131+46.7% |
| Participation rate | 94.4% | 74.2%+20.3pp | 81.9%+12.5pp | 69.5%+24.9pp |
| Annual return | 23.74% | 31.45%-7.7pp | 5155.94%-5132.2pp | 73.14%-49.4pp |
| Employer contribution / active EE | $2,685 | $2,966-9.5% | $4,695-42.8% | $2,342+14.6% |
| Participant deferral / active EE | $5,369 | $5,051+6.3% | $6,247-14.1% | $3,332+61.2% |
| Admin fee / account holder | $383 | $5,420-92.9% | $9,243-95.9% | $4,645-91.8% |