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 | $183,281 | $85,766+113.7% | $136,294+34.5% | $70,131+161.3% |
| Participation rate | 93.9% | 74.2%+19.7pp | 81.9%+12.0pp | 69.5%+24.4pp |
| Annual return | 16.62% | 31.45%-14.8pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $3,448 | $2,966+16.3% | $4,695-26.6% | $2,342+47.2% |
| Participant deferral / active EE | $8,220 | $5,051+62.7% | $6,247+31.6% | $3,332+146.7% |
| Admin fee / account holder | $28,916 | $5,420+433.5% | $9,243+212.8% | $4,645+522.5% |