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 | $119,366 | $80,968+47.4% | $96,544+23.6% | $75,163+58.8% |
| Participation rate | 86.6% | 71.8%+14.8pp | 76.0%+10.6pp | 67.2%+19.4pp |
| Annual return | 22.02% | 27.06%-5.0pp | 25.84%-3.8pp | 160.62%-138.6pp |
| Employer contribution / active EE | $2,164 | $2,282-5.2% | $2,965-27.0% | $2,670-18.9% |
| Participant deferral / active EE | $9,519 | $3,928+142.3% | $4,851+96.2% | $4,125+130.8% |
| Admin fee / account holder | $18,327 | $6,724+172.5% | $8,252+122.1% | $5,651+224.3% |