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 | $122,956 | $98,750+24.5% | $149,696-17.9% | $79,858+54.0% |
| Participation rate | 86.6% | 75.8%+10.8pp | 82.5%+4.1pp | 69.6%+17.0pp |
| Annual return | 18.00% | 27.43%-9.4pp | 276.60%-258.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $6,659 | $3,216+107.0% | $4,644+43.4% | $2,471+169.5% |
| Participant deferral / active EE | $6,100 | $5,680+7.4% | $6,842-10.8% | $3,740+63.1% |
| Admin fee / account holder | $6,252 | $6,053+3.3% | $9,309-32.8% | $5,306+17.8% |