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 | $103,824 | $79,944+29.9% | $98,439+5.5% | $75,163+38.1% |
| Participation rate | 90.0% | 70.4%+19.6pp | 75.2%+14.8pp | 67.2%+22.8pp |
| Annual return | 26.25% | 19.75%+6.5pp | 21.16%+5.1pp | 160.62%-134.4pp |
| Employer contribution / active EE | $5,061 | $2,264+123.5% | $3,048+66.0% | $2,670+89.6% |
| Participant deferral / active EE | $11,950 | $3,752+218.5% | $4,738+152.2% | $4,125+189.7% |
| Admin fee / account holder | $6,170 | $6,840-9.8% | $8,948-31.0% | $5,651+9.2% |