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 | $246,510 | $138,347+78.2% | $184,203+33.8% | $80,856+204.9% |
| Participation rate | 92.9% | 83.9%+9.1pp | 86.8%+6.1pp | 67.6%+25.3pp |
| Annual return | 30.29% | 20.02%+10.3pp | 28.81%+1.5pp | 35.59%-5.3pp |
| Employer contribution / active EE | $28,650 | $4,850+490.7% | $6,427+345.8% | $2,755+940.0% |
| Participant deferral / active EE | $16,308 | $7,071+130.6% | $9,131+78.6% | $4,296+279.6% |
| Admin fee / account holder | $2,912 | $10,483-72.2% | $13,901-79.1% | $6,918-57.9% |