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 5-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 | $101,764 | $137,414-25.9% | $189,513-46.3% | $85,850+18.5% |
| Participation rate | 86.5% | 84.6%+1.9pp | 87.8%-1.3pp | 69.3%+17.2pp |
| Annual return | 20.48% | 38.14%-17.7pp | 555.15%-534.7pp | 318.53%-298.0pp |
| Employer contribution / active EE | $5,822 | $4,344+34.0% | $6,162-5.5% | $2,565+127.0% |
| Participant deferral / active EE | $6,376 | $6,260+1.9% | $8,221-22.4% | $3,952+61.3% |
| Admin fee / account holder | $8,334 | $8,630-3.4% | $12,045-30.8% | $6,260+33.1% |