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 | $153,735 | $76,050+102.1% | $96,544+59.2% | $71,457+115.1% |
| Participation rate | 90.1% | 74.4%+15.7pp | 76.0%+14.1pp | 67.9%+22.2pp |
| Annual return | 18.25% | 22.81%-4.6pp | 25.84%-7.6pp | 28.85%-10.6pp |
| Employer contribution / active EE | $4,409 | $2,244+96.5% | $2,965+48.7% | $2,588+70.4% |
| Participant deferral / active EE | $11,114 | $4,215+163.7% | $4,851+129.1% | $4,289+159.1% |
| Admin fee / account holder | $3,514 | $2,707+29.8% | $8,252-57.4% | $1,587+121.4% |