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 | $132,417 | $77,899+70.0% | $149,673-11.5% | $75,163+76.2% |
| Participation rate | 98.6% | 65.6%+33.1pp | 78.8%+19.9pp | 67.2%+31.5pp |
| Annual return | 15.91% | 31.72%-15.8pp | 134.42%-118.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $12,999 | $3,137+314.3% | $4,818+169.8% | $2,670+386.9% |
| Participant deferral / active EE | $3,875 | $3,411+13.6% | $5,680-31.8% | $4,125-6.1% |
| Admin fee / account holder | $23,593 | $5,956+296.1% | $13,210+78.6% | $5,651+317.5% |