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 | $174,899 | $86,891+101.3% | $142,449+22.8% | $75,163+132.7% |
| Participation rate | 98.9% | 68.5%+30.3pp | 76.8%+22.1pp | 67.2%+31.7pp |
| Annual return | 15.30% | 23.31%-8.0pp | 19.99%-4.7pp | 160.62%-145.3pp |
| Employer contribution / active EE | $5,088 | $3,355+51.6% | $4,847+5.0% | $2,670+90.6% |
| Participant deferral / active EE | $6,501 | $4,938+31.7% | $6,283+3.5% | $4,125+57.6% |
| Admin fee / account holder | $8,373 | $7,299+14.7% | $10,011-16.4% | $5,651+48.2% |