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 | $118,279 | $78,705+50.3% | $117,854+0.4% | $70,131+68.7% |
| Participation rate | 86.9% | 73.2%+13.7pp | 79.7%+7.2pp | 69.5%+17.4pp |
| Annual return | 22.28% | 23.30%-1.0pp | 335.08%-312.8pp | 73.14%-50.9pp |
| Employer contribution / active EE | $2,575 | $2,223+15.8% | $3,786-32.0% | $2,342+9.9% |
| Participant deferral / active EE | $5,561 | $3,297+68.7% | $4,482+24.1% | $3,332+66.9% |
| Admin fee / account holder | $3,214 | $5,065-36.5% | $8,020-59.9% | $4,645-30.8% |