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 | $218,102 | $84,233+158.9% | $170,442+28.0% | $70,131+211.0% |
| Participation rate | 91.5% | 70.8%+20.6pp | 83.6%+7.9pp | 69.5%+21.9pp |
| Annual return | 15.42% | 23.06%-7.6pp | 205.93%-190.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $8,454 | $3,387+149.6% | $5,433+55.6% | $2,342+260.9% |
| Participant deferral / active EE | $5,897 | $3,086+91.1% | $4,939+19.4% | $3,332+77.0% |
| Admin fee / account holder | $2,094 | $5,698-63.3% | $13,880-84.9% | $4,645-54.9% |