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 | $110,949 | $48,230+130.0% | $67,502+64.4% | $80,856+37.2% |
| Participation rate | 84.8% | 66.4%+18.4pp | 72.9%+11.9pp | 67.6%+17.1pp |
| Annual return | 15.71% | 18.28%-2.6pp | 3512.12%-3496.4pp | 35.59%-19.9pp |
| Employer contribution / active EE | $3,312 | $2,020+64.0% | $2,731+21.3% | $2,755+20.2% |
| Participant deferral / active EE | $5,347 | $2,924+82.9% | $4,000+33.7% | $4,296+24.5% |
| Admin fee / account holder | $11,471 | $3,681+211.6% | $3,998+187.0% | $6,918+65.8% |