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 9-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 | $141,556 | $86,922+62.9% | $102,438+38.2% | $80,874+75.0% |
| Participation rate | 92.6% | 72.4%+20.2pp | 76.5%+16.1pp | 67.6%+24.9pp |
| Annual return | 22.70% | 18.90%+3.8pp | 29.37%-6.7pp | 35.62%-12.9pp |
| Employer contribution / active EE | $3,284 | $2,369+38.6% | $3,024+8.6% | $2,756+19.2% |
| Participant deferral / active EE | $8,643 | $4,119+109.8% | $5,054+71.0% | $4,297+101.1% |
| Admin fee / account holder | $6,929 | $8,050-13.9% | $9,448-26.7% | $6,935-0.1% |