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 | $143,531 | $58,828+144.0% | $77,999+84.0% | $62,891+128.2% |
| Participation rate | 97.2% | 71.1%+26.2pp | 75.5%+21.7pp | 69.3%+27.9pp |
| Annual return | 6.61% | 17.16%-10.5pp | 425.96%-419.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $5,465 | $1,672+226.9% | $2,470+121.3% | $2,281+139.6% |
| Participant deferral / active EE | $7,092 | $2,686+164.1% | $3,497+102.8% | $3,203+121.4% |
| Admin fee / account holder | $8,089 | $4,393+84.1% | $5,480+47.6% | $4,296+88.3% |