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 | $120,612 | $71,192+69.4% | $117,854+2.3% | $62,292+93.6% |
| Participation rate | 88.7% | 74.2%+14.4pp | 79.7%+9.0pp | 69.5%+19.2pp |
| Annual return | 20.39% | 18.66%+1.7pp | 335.08%-314.7pp | 28.90%-8.5pp |
| Employer contribution / active EE | $2,845 | $1,934+47.1% | $3,786-24.8% | $2,042+39.3% |
| Participant deferral / active EE | $5,081 | $3,189+59.3% | $4,482+13.4% | $3,169+60.3% |
| Admin fee / account holder | $3,041 | $587+417.9% | $8,020-62.1% | $479+534.5% |