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 | $145,630 | $66,310+119.6% | $93,606+55.6% | $65,185+123.4% |
| Participation rate | 91.0% | 74.0%+17.0pp | 75.8%+15.2pp | 70.2%+20.8pp |
| Annual return | 23.82% | 42.58%-18.8pp | 32.76%-8.9pp | 29.38%-5.6pp |
| Employer contribution / active EE | $3,666 | $2,012+82.2% | $2,718+34.9% | $2,177+68.4% |
| Participant deferral / active EE | $12,958 | $3,342+287.8% | $4,069+218.5% | $3,514+268.8% |
| Admin fee / account holder | $4,496 | $6,897-34.8% | $7,888-43.0% | $847+430.7% |