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 | $122,464 | $61,272+99.9% | $149,673-18.2% | $71,457+71.4% |
| Participation rate | 91.4% | 62.5%+28.9pp | 78.8%+12.7pp | 67.9%+23.5pp |
| Annual return | 32.06% | 35.85%-3.8pp | 134.42%-102.4pp | 28.85%+3.2pp |
| Employer contribution / active EE | $7,427 | $2,378+212.3% | $4,818+54.2% | $2,588+187.0% |
| Participant deferral / active EE | $5,561 | $2,917+90.6% | $5,680-2.1% | $4,289+29.7% |
| Admin fee / account holder | $7,838 | $1,261+521.4% | $13,210-40.7% | $1,587+393.8% |