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 | $105,001 | $54,762+91.7% | $90,281+16.3% | $72,985+43.9% |
| Participation rate | 95.2% | 65.1%+30.0pp | 73.3%+21.9pp | 69.5%+25.7pp |
| Annual return | 25.23% | 30.63%-5.4pp | 78.10%-52.9pp | 81.00%-55.8pp |
| Employer contribution / active EE | $9,352 | $2,092+346.9% | $2,854+227.6% | $2,440+283.3% |
| Participant deferral / active EE | $8,050 | $2,887+178.8% | $3,885+107.2% | $3,607+123.2% |
| Admin fee / account holder | $4,584 | $3,972+15.4% | $5,351-14.3% | $5,124-10.5% |