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 | $140,728 | $81,208+73.3% | $98,907+42.3% | $79,858+76.2% |
| Participation rate | 93.9% | 72.5%+21.4pp | 76.0%+17.9pp | 69.6%+24.2pp |
| Annual return | 15.47% | 60.99%-45.5pp | 196.43%-181.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,083 | $1,960+6.3% | $2,689-22.5% | $2,471-15.7% |
| Participant deferral / active EE | $5,137 | $3,265+57.3% | $4,244+21.0% | $3,740+37.3% |
| Admin fee / account holder | $1,162 | $6,013-80.7% | $6,642-82.5% | $5,306-78.1% |