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 | $122,870 | $65,390+87.9% | $169,368-27.5% | $71,457+71.9% |
| Participation rate | 75.9% | 67.0%+8.9pp | 77.1%-1.3pp | 67.9%+8.0pp |
| Annual return | 19.87% | 21.31%-1.4pp | 405.60%-385.7pp | 28.85%-9.0pp |
| Employer contribution / active EE | $2,221 | $2,079+6.9% | $4,013-44.6% | $2,588-14.2% |
| Participant deferral / active EE | $7,760 | $4,367+77.7% | $6,221+24.7% | $4,289+80.9% |
| Admin fee / account holder | $4,944 | $1,324+273.3% | $9,003-45.1% | $1,587+211.4% |