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 | $228,150 | $109,881+107.6% | $150,045+52.1% | $84,808+169.0% |
| Participation rate | 86.5% | 76.1%+10.4pp | 82.3%+4.1pp | 68.3%+18.1pp |
| Annual return | 15.95% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $4,899 | $3,561+37.6% | $4,693+4.4% | $2,631+86.2% |
| Participant deferral / active EE | $9,351 | $6,636+40.9% | $7,997+16.9% | $4,212+122.0% |
| Admin fee / account holder | $15,985 | $8,568+86.6% | $13,435+19.0% | $7,344+117.7% |