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 | $158,861 | $72,277+119.8% | $101,248+56.9% | $79,858+98.9% |
| Participation rate | 98.7% | 68.5%+30.3pp | 75.8%+22.9pp | 69.6%+29.1pp |
| Annual return | 13.62% | 22.30%-8.7pp | 46.47%-32.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $6,772 | $2,692+151.6% | $3,660+85.1% | $2,471+174.1% |
| Participant deferral / active EE | $8,610 | $3,282+162.4% | $4,370+97.0% | $3,740+130.2% |
| Admin fee / account holder | $30,095 | $4,400+583.9% | $5,945+406.2% | $5,306+467.2% |