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 | $99,539 | $80,724+23.3% | $103,333-3.7% | $74,495+33.6% |
| Participation rate | 85.7% | 65.7%+20.0pp | 74.5%+11.2pp | 67.2%+18.5pp |
| Annual return | 12.62% | 27.56%-14.9pp | 24.88%-12.3pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $7,106 | $3,157+125.1% | $3,868+83.7% | $2,623+170.9% |
| Participant deferral / active EE | $6,195 | $3,860+60.5% | $5,057+22.5% | $4,346+42.6% |
| Admin fee / account holder | $3,519 | $2,368+48.6% | $8,355-57.9% | $1,942+81.3% |