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 | $121,139 | $61,272+97.7% | $149,673-19.1% | $71,457+69.5% |
| Participation rate | 76.1% | 62.5%+13.6pp | 78.8%-2.7pp | 67.9%+8.2pp |
| Annual return | 16.55% | 35.85%-19.3pp | 134.42%-117.9pp | 28.85%-12.3pp |
| Employer contribution / active EE | $435 | $2,378-81.7% | $4,818-91.0% | $2,588-83.2% |
| Participant deferral / active EE | $5,196 | $2,917+78.1% | $5,680-8.5% | $4,289+21.2% |
| Admin fee / account holder | $2,735 | $1,261+116.9% | $13,210-79.3% | $1,587+72.3% |