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 | $136,182 | $44,960+202.9% | $84,966+60.3% | $74,495+82.8% |
| Participation rate | 79.2% | 49.4%+29.8pp | 67.5%+11.7pp | 67.2%+12.0pp |
| Annual return | 25.58% | 26.24%-0.7pp | 66.38%-40.8pp | 1364.94%-1339.4pp |
| Employer contribution / active EE | $6,441 | $1,457+342.0% | $2,727+136.2% | $2,623+145.6% |
| Participant deferral / active EE | $10,588 | $2,731+287.7% | $4,519+134.3% | $4,346+143.6% |
| Admin fee / account holder | $6,099 | $2,209+176.1% | $6,149-0.8% | $1,942+214.1% |