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 | $129,911 | $64,480+101.5% | $81,382+59.6% | $80,856+60.7% |
| Participation rate | 94.7% | 63.9%+30.9pp | 69.5%+25.3pp | 67.6%+27.1pp |
| Annual return | 17.04% | 16.34%+0.7pp | 24.73%-7.7pp | 35.59%-18.6pp |
| Employer contribution / active EE | $4,145 | $1,978+109.5% | $2,463+68.3% | $2,755+50.5% |
| Participant deferral / active EE | $7,803 | $3,094+152.2% | $3,883+101.0% | $4,296+81.7% |
| Admin fee / account holder | $23,604 | $5,671+316.2% | $5,768+309.2% | $6,918+241.2% |