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 6-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 | $193,998 | $80,968+139.6% | $96,544+100.9% | $75,163+158.1% |
| Participation rate | 98.7% | 71.8%+27.0pp | 76.0%+22.8pp | 67.2%+31.5pp |
| Annual return | 19.00% | 27.06%-8.1pp | 25.84%-6.8pp | 160.62%-141.6pp |
| Employer contribution / active EE | $9,424 | $2,282+313.0% | $2,965+217.9% | $2,670+253.0% |
| Participant deferral / active EE | $7,263 | $3,928+84.9% | $4,851+49.7% | $4,125+76.1% |
| Admin fee / account holder | $10,306 | $6,724+53.3% | $8,252+24.9% | $5,651+82.4% |