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 | $133,103 | $76,367+74.3% | $93,606+42.2% | $72,985+82.4% |
| Participation rate | 90.9% | 71.7%+19.2pp | 75.8%+15.1pp | 69.5%+21.4pp |
| Annual return | 21.72% | 25.82%-4.1pp | 32.76%-11.0pp | 81.00%-59.3pp |
| Employer contribution / active EE | $4,722 | $2,275+107.5% | $2,718+73.7% | $2,440+93.5% |
| Participant deferral / active EE | $6,579 | $3,538+85.9% | $4,069+61.7% | $3,607+82.4% |
| Admin fee / account holder | $19,675 | $6,838+187.7% | $7,888+149.4% | $5,124+284.0% |