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 | $121,993 | $67,606+80.4% | $82,313+48.2% | $70,131+74.0% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.9%+19.7pp | 69.5%+27.0pp |
| Annual return | 15.53% | 21.57%-6.0pp | 25.88%-10.3pp | 73.14%-57.6pp |
| Employer contribution / active EE | $7,126 | $1,755+306.1% | $2,428+193.5% | $2,342+204.2% |
| Participant deferral / active EE | $5,174 | $2,987+73.2% | $3,706+39.6% | $3,332+55.3% |
| Admin fee / account holder | $1,720 | $4,512-61.9% | $5,608-69.3% | $4,645-63.0% |