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 | $105,390 | $51,620+104.2% | $90,281+16.7% | $65,185+61.7% |
| Participation rate | 89.1% | 68.6%+20.5pp | 73.3%+15.8pp | 70.2%+18.9pp |
| Annual return | 24.65% | 24.94%-0.3pp | 78.10%-53.5pp | 29.38%-4.7pp |
| Employer contribution / active EE | $1,038 | $2,235-53.5% | $2,854-63.6% | $2,177-52.3% |
| Participant deferral / active EE | $5,728 | $2,871+99.6% | $3,885+47.4% | $3,514+63.0% |
| Admin fee / account holder | $6,185 | $384+1509.4% | $5,351+15.6% | $847+630.1% |