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 | $177,101 | $78,672+125.1% | $109,143+62.3% | $85,850+106.3% |
| Participation rate | 98.8% | 68.3%+30.5pp | 75.9%+22.9pp | 69.3%+29.5pp |
| Annual return | 14.58% | 25.09%-10.5pp | 25.75%-11.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $3,897 | $2,735+42.5% | $3,722+4.7% | $2,565+51.9% |
| Participant deferral / active EE | $6,223 | $3,467+79.5% | $4,653+33.7% | $3,952+57.5% |
| Admin fee / account holder | $6,661 | $5,469+21.8% | $6,752-1.4% | $6,260+6.4% |