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 | $97,398 | $86,286+12.9% | $111,297-12.5% | $85,850+13.5% |
| Participation rate | 92.2% | 73.3%+18.9pp | 77.3%+14.9pp | 69.3%+22.9pp |
| Annual return | 12.70% | 19.99%-7.3pp | 54.65%-41.9pp | 318.53%-305.8pp |
| Employer contribution / active EE | $3,137 | $2,043+53.5% | $2,731+14.9% | $2,565+22.3% |
| Participant deferral / active EE | $5,266 | $3,641+44.7% | $4,487+17.4% | $3,952+33.3% |
| Admin fee / account holder | $12,041 | $8,188+47.1% | $7,964+51.2% | $6,260+92.4% |