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 | $236,858 | $148,978+59.0% | $200,582+18.1% | $84,808+179.3% |
| Participation rate | 97.1% | 84.2%+12.9pp | 86.9%+10.2pp | 68.3%+28.8pp |
| Annual return | 20.05% | 28.16%-8.1pp | 42.33%-22.3pp | 40.90%-20.8pp |
| Employer contribution / active EE | $23,784 | $4,815+393.9% | $6,419+270.5% | $2,631+804.0% |
| Participant deferral / active EE | $21,030 | $7,142+194.4% | $9,331+125.4% | $4,212+399.3% |
| Admin fee / account holder | $14,366 | $13,977+2.8% | $16,305-11.9% | $7,344+95.6% |