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 | $137,089 | $89,355+53.4% | $141,162-2.9% | $72,985+87.8% |
| Participation rate | 97.8% | 75.1%+22.6pp | 82.5%+15.3pp | 69.5%+28.3pp |
| Annual return | 26.57% | 111.85%-85.3pp | 71.39%-44.8pp | 81.00%-54.4pp |
| Employer contribution / active EE | $7,419 | $3,114+138.2% | $4,735+56.7% | $2,440+204.1% |
| Participant deferral / active EE | $7,549 | $5,418+39.3% | $6,709+12.5% | $3,607+109.3% |
| Admin fee / account holder | $4,862 | $5,958-18.4% | $10,261-52.6% | $5,124-5.1% |