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 | $137,947 | $91,538+50.7% | $129,995+6.1% | $75,163+83.5% |
| Participation rate | 88.2% | 71.4%+16.8pp | 78.5%+9.7pp | 67.2%+21.0pp |
| Annual return | 16.90% | -631.11%+648.0pp | -137.18%+154.1pp | 160.62%-143.7pp |
| Employer contribution / active EE | $835 | $2,845-70.7% | $4,320-80.7% | $2,670-68.7% |
| Participant deferral / active EE | $6,747 | $4,341+55.4% | $5,820+15.9% | $4,125+63.6% |
| Admin fee / account holder | $7,431 | $6,790+9.4% | $10,614-30.0% | $5,651+31.5% |