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 | $108,949 | $85,766+27.0% | $136,294-20.1% | $70,131+55.4% |
| Participation rate | 90.5% | 74.2%+16.4pp | 81.9%+8.6pp | 69.5%+21.0pp |
| Annual return | 16.66% | 31.45%-14.8pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $3,367 | $2,966+13.5% | $4,695-28.3% | $2,342+43.7% |
| Participant deferral / active EE | $6,098 | $5,051+20.7% | $6,247-2.4% | $3,332+83.0% |
| Admin fee / account holder | $8,796 | $5,420+62.3% | $9,243-4.8% | $4,645+89.4% |