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 | $203,320 | $109,881+85.0% | $150,045+35.5% | $84,808+139.7% |
| Participation rate | 98.8% | 76.1%+22.7pp | 82.3%+16.4pp | 68.3%+30.5pp |
| Annual return | 21.09% | 28.25%-7.2pp | 62.55%-41.5pp | 40.90%-19.8pp |
| Employer contribution / active EE | $5,046 | $3,561+41.7% | $4,693+7.5% | $2,631+91.8% |
| Participant deferral / active EE | $10,709 | $6,636+61.4% | $7,997+33.9% | $4,212+154.3% |
| Admin fee / account holder | $7,382 | $8,568-13.8% | $13,435-45.1% | $7,344+0.5% |