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 | $139,389 | $80,753+72.6% | $136,294+2.3% | $62,292+123.8% |
| Participation rate | 92.2% | 73.5%+18.7pp | 81.9%+10.3pp | 69.5%+22.7pp |
| Annual return | 24.61% | 35.83%-11.2pp | 5155.94%-5131.3pp | 28.90%-4.3pp |
| Employer contribution / active EE | $5,375 | $2,884+86.4% | $4,695+14.5% | $2,042+163.2% |
| Participant deferral / active EE | $10,415 | $5,164+101.7% | $6,247+66.7% | $3,169+228.6% |
| Admin fee / account holder | $2,251 | $525+328.4% | $9,243-75.6% | $479+369.6% |