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 | $108,453 | $78,422+38.3% | $95,952+13.0% | $79,858+35.8% |
| Participation rate | 92.0% | 73.5%+18.5pp | 77.1%+14.9pp | 69.6%+22.3pp |
| Annual return | 16.98% | 19.37%-2.4pp | 91.61%-74.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,799 | $1,945+43.9% | $2,541+10.2% | $2,471+13.3% |
| Participant deferral / active EE | $5,338 | $3,440+55.2% | $4,167+28.1% | $3,740+42.7% |
| Admin fee / account holder | $3,321 | $5,622-40.9% | $6,795-51.1% | $5,306-37.4% |