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 | $121,881 | $65,041+87.4% | $90,951+34.0% | $79,858+52.6% |
| Participation rate | 94.1% | 61.6%+32.5pp | 69.0%+25.1pp | 69.6%+24.5pp |
| Annual return | 17.43% | 30.45%-13.0pp | 134.60%-117.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,171 | $1,247-6.1% | $2,122-44.8% | $2,471-52.6% |
| Participant deferral / active EE | $4,838 | $2,512+92.6% | $3,373+43.4% | $3,740+29.4% |
| Admin fee / account holder | $2,502 | $4,536-44.8% | $5,959-58.0% | $5,306-52.8% |