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 | $183,703 | $85,515+114.8% | $112,040+64.0% | $67,986+170.2% |
| Participation rate | 88.2% | 68.2%+20.0pp | 76.5%+11.7pp | 57.2%+31.0pp |
| Annual return | 14.53% | 29.68%-15.1pp | 24.52%-10.0pp | 31.67%-17.1pp |
| Employer contribution / active EE | $2,241 | $2,191+2.3% | $2,954-24.2% | $2,019+11.0% |
| Participant deferral / active EE | $5,881 | $4,014+46.5% | $5,098+15.4% | $3,358+75.1% |
| Admin fee / account holder | $45,750 | $3,774+1112.4% | $12,098+278.2% | $3,203+1328.3% |