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 | $106,601 | $78,422+35.9% | $95,952+11.1% | $79,858+33.5% |
| Participation rate | 94.4% | 73.5%+20.9pp | 77.1%+17.3pp | 69.6%+24.7pp |
| Annual return | 13.85% | 19.37%-5.5pp | 91.61%-77.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $3,069 | $1,945+57.8% | $2,541+20.8% | $2,471+24.2% |
| Participant deferral / active EE | $5,971 | $3,440+73.6% | $4,167+43.3% | $3,740+59.7% |
| Admin fee / account holder | $13,884 | $5,622+147.0% | $6,795+104.3% | $5,306+161.7% |