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 8-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 | $214,630 | $77,899+175.5% | $149,673+43.4% | $75,163+185.6% |
| Participation rate | 80.3% | 65.6%+14.7pp | 78.8%+1.5pp | 67.2%+13.1pp |
| Annual return | 21.78% | 31.72%-9.9pp | 134.42%-112.6pp | 160.62%-138.8pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,030 | $3,411-69.8% | $5,680-81.9% | $4,125-75.0% |
| Admin fee / account holder | $5,879 | $5,956-1.3% | $13,210-55.5% | $5,651+4.0% |