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 | $127,622 | $58,208+119.3% | $81,812+56.0% | $80,856+57.8% |
| Participation rate | 98.9% | 63.4%+35.5pp | 72.3%+26.6pp | 67.6%+31.3pp |
| Annual return | 12.32% | 41.66%-29.3pp | 773.79%-761.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,619 | $2,340-30.8% | $2,912-44.4% | $2,755-41.2% |
| Participant deferral / active EE | $6,028 | $3,281+83.7% | $4,319+39.6% | $4,296+40.3% |
| Admin fee / account holder | $1,186 | $4,981-76.2% | $7,386-83.9% | $6,918-82.9% |