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 | $123,901 | $89,753+38.0% | $107,525+15.2% | $84,808+46.1% |
| Participation rate | 93.2% | 68.1%+25.1pp | 75.1%+18.1pp | 68.3%+24.9pp |
| Annual return | 16.75% | 29.48%-12.7pp | 181.32%-164.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $9,787 | $3,113+214.4% | $3,754+160.8% | $2,631+272.0% |
| Participant deferral / active EE | $5,878 | $4,056+44.9% | $5,116+14.9% | $4,212+39.6% |
| Admin fee / account holder | $5,984 | $7,222-17.1% | $8,919-32.9% | $7,344-18.5% |