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 | $159,082 | $80,753+97.0% | $136,294+16.7% | $62,292+155.4% |
| Participation rate | 85.4% | 73.5%+11.9pp | 81.9%+3.5pp | 69.5%+15.9pp |
| Annual return | 18.32% | 35.83%-17.5pp | 5155.94%-5137.6pp | 28.90%-10.6pp |
| Employer contribution / active EE | $3,002 | $2,884+4.1% | $4,695-36.1% | $2,042+47.0% |
| Participant deferral / active EE | $7,575 | $5,164+46.7% | $6,247+21.3% | $3,169+139.0% |
| Admin fee / account holder | $10,240 | $525+1848.9% | $9,243+10.8% | $479+2036.2% |