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 | $197,288 | $85,766+130.0% | $136,294+44.8% | $70,131+181.3% |
| Participation rate | 98.7% | 74.2%+24.5pp | 81.9%+16.8pp | 69.5%+29.2pp |
| Annual return | 18.03% | 31.45%-13.4pp | 5155.94%-5137.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $5,379 | $2,966+81.4% | $4,695+14.6% | $2,342+129.6% |
| Participant deferral / active EE | $11,356 | $5,051+124.8% | $6,247+81.8% | $3,332+240.8% |
| Admin fee / account holder | $4,697 | $5,420-13.3% | $9,243-49.2% | $4,645+1.1% |