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 | $226,928 | $76,407+197.0% | $150,298+51.0% | $82,448+175.2% |
| Participation rate | 84.0% | 66.4%+17.6pp | 77.8%+6.2pp | 68.1%+15.9pp |
| Annual return | 16.05% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $3,613 | $2,614+38.2% | $4,154-13.0% | $2,551+41.6% |
| Participant deferral / active EE | $6,027 | $3,214+87.5% | $5,453+10.5% | $4,139+45.6% |
| Admin fee / account holder | $5,880 | $6,352-7.4% | $14,116-58.3% | $7,234-18.7% |