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 | $187,995 | $94,625+98.7% | $116,228+61.7% | $84,808+121.7% |
| Participation rate | 98.8% | 70.4%+28.3pp | 74.6%+24.2pp | 68.3%+30.5pp |
| Annual return | 14.76% | 20.40%-5.6pp | 90.06%-75.3pp | 40.90%-26.1pp |
| Employer contribution / active EE | $702 | $2,347-70.1% | $2,994-76.6% | $2,631-73.3% |
| Participant deferral / active EE | $7,999 | $3,972+101.4% | $4,953+61.5% | $4,212+89.9% |
| Admin fee / account holder | $9,225 | $10,091-8.6% | $11,989-23.1% | $7,344+25.6% |