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 | $134,016 | $109,881+22.0% | $150,045-10.7% | $84,808+58.0% |
| Participation rate | 84.3% | 76.1%+8.2pp | 82.3%+1.9pp | 68.3%+16.0pp |
| Annual return | 24.25% | 28.25%-4.0pp | 62.55%-38.3pp | 40.90%-16.7pp |
| Employer contribution / active EE | $10,403 | $3,561+192.1% | $4,693+121.7% | $2,631+295.4% |
| Participant deferral / active EE | $6,506 | $6,636-2.0% | $7,997-18.6% | $4,212+54.5% |
| Admin fee / account holder | $12,090 | $8,568+41.1% | $13,435-10.0% | $7,344+64.6% |