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 | $184,943 | $105,181+75.8% | $159,436+16.0% | $85,850+115.4% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.8%+12.6pp | 69.3%+26.1pp |
| Annual return | 12.71% | 45.07%-32.4pp | 263.57%-250.9pp | 318.53%-305.8pp |
| Employer contribution / active EE | $3,372 | $3,318+1.6% | $4,829-30.2% | $2,565+31.5% |
| Participant deferral / active EE | $6,428 | $5,945+8.1% | $7,352-12.6% | $3,952+62.7% |
| Admin fee / account holder | $2,826 | $6,933-59.2% | $10,799-73.8% | $6,260-54.9% |