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 | $225,308 | $101,724+121.5% | $164,813+36.7% | $80,856+178.7% |
| Participation rate | 95.3% | 71.8%+23.5pp | 78.6%+16.7pp | 67.6%+27.7pp |
| Annual return | 13.95% | 16.72%-2.8pp | 69.93%-56.0pp | 35.59%-21.6pp |
| Employer contribution / active EE | $10,616 | $2,953+259.4% | $4,341+144.6% | $2,755+285.4% |
| Participant deferral / active EE | $7,816 | $4,477+74.6% | $6,031+29.6% | $4,296+81.9% |
| Admin fee / account holder | $7,376 | $8,227-10.3% | $12,690-41.9% | $6,918+6.6% |