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 | $135,199 | $95,803+41.1% | $113,168+19.5% | $84,808+59.4% |
| Participation rate | 98.9% | 72.9%+26.0pp | 76.6%+22.3pp | 68.3%+30.6pp |
| Annual return | 18.96% | 25.00%-6.0pp | 24.27%-5.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $4,717 | $2,360+99.9% | $2,975+58.5% | $2,631+79.3% |
| Participant deferral / active EE | $12,080 | $4,242+184.8% | $5,107+136.5% | $4,212+186.8% |
| Admin fee / account holder | $17,558 | $8,989+95.3% | $12,068+45.5% | $7,344+139.1% |