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 | $129,104 | $85,766+50.5% | $136,294-5.3% | $70,131+84.1% |
| Participation rate | 97.5% | 74.2%+23.4pp | 81.9%+15.6pp | 69.5%+28.0pp |
| Annual return | 15.33% | 31.45%-16.1pp | 5155.94%-5140.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $4,994 | $2,966+68.4% | $4,695+6.4% | $2,342+113.2% |
| Participant deferral / active EE | $5,334 | $5,051+5.6% | $6,247-14.6% | $3,332+60.1% |
| Admin fee / account holder | $3,765 | $5,420-30.5% | $9,243-59.3% | $4,645-18.9% |