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 | $68,612 | $56,629+21.2% | $77,999-12.0% | $55,167+24.4% |
| Participation rate | 78.4% | 73.3%+5.1pp | 75.5%+2.9pp | 69.0%+9.5pp |
| Annual return | 8.01% | 2866.98%-2859.0pp | 425.96%-418.0pp | 169.23%-161.2pp |
| Employer contribution / active EE | $3,047 | $1,723+76.9% | $2,470+23.4% | $1,963+55.3% |
| Participant deferral / active EE | $4,220 | $2,777+51.9% | $3,497+20.7% | $3,054+38.2% |
| Admin fee / account holder | $11,018 | $467+2261.7% | $5,480+101.0% | $504+2086.5% |