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 | $117,476 | $100,923+16.4% | $150,045-21.7% | $74,304+58.1% |
| Participation rate | 87.6% | 70.1%+17.5pp | 82.3%+5.3pp | 60.3%+27.3pp |
| Annual return | 17.73% | 51.77%-34.0pp | 62.55%-44.8pp | 29.43%-11.7pp |
| Employer contribution / active EE | $3,646 | $3,463+5.3% | $4,693-22.3% | $2,241+62.7% |
| Participant deferral / active EE | $13,871 | $6,709+106.7% | $7,997+73.5% | $3,767+268.2% |
| Admin fee / account holder | $21,723 | $2,767+685.1% | $13,435+61.7% | $2,969+631.7% |