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 8-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 | $128,418 | $80,968+58.6% | $96,544+33.0% | $75,163+70.9% |
| Participation rate | 97.6% | 71.8%+25.8pp | 76.0%+21.6pp | 67.2%+30.4pp |
| Annual return | 18.82% | 27.06%-8.2pp | 25.84%-7.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $3,473 | $2,282+52.2% | $2,965+17.2% | $2,670+30.1% |
| Participant deferral / active EE | $4,281 | $3,928+9.0% | $4,851-11.7% | $4,125+3.8% |
| Admin fee / account holder | $8,060 | $6,724+19.9% | $8,252-2.3% | $5,651+42.6% |