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 | $129,144 | $87,037+48.4% | $106,201+21.6% | $80,874+59.7% |
| Participation rate | 85.7% | 70.4%+15.3pp | 75.3%+10.4pp | 67.6%+18.1pp |
| Annual return | 15.22% | 17.05%-1.8pp | 116.26%-101.0pp | 35.62%-20.4pp |
| Employer contribution / active EE | $9,535 | $2,396+297.9% | $3,170+200.8% | $2,756+246.0% |
| Participant deferral / active EE | $5,887 | $3,986+47.7% | $5,012+17.5% | $4,297+37.0% |
| Admin fee / account holder | $5,694 | $8,434-32.5% | $11,039-48.4% | $6,935-17.9% |