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 | $199,223 | $78,672+153.2% | $109,143+82.5% | $85,850+132.1% |
| Participation rate | 98.7% | 68.3%+30.4pp | 75.9%+22.8pp | 69.3%+29.4pp |
| Annual return | 15.38% | 25.09%-9.7pp | 25.75%-10.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $2,934 | $2,735+7.3% | $3,722-21.2% | $2,565+14.4% |
| Participant deferral / active EE | $6,031 | $3,467+73.9% | $4,653+29.6% | $3,952+52.6% |
| Admin fee / account holder | $3,369 | $5,469-38.4% | $6,752-50.1% | $6,260-46.2% |