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 8-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 | $130,705 | $109,881+19.0% | $150,045-12.9% | $84,808+54.1% |
| Participation rate | 97.4% | 76.1%+21.4pp | 82.3%+15.1pp | 68.3%+29.1pp |
| Annual return | 30.99% | 28.25%+2.7pp | 62.55%-31.6pp | 40.90%-9.9pp |
| Employer contribution / active EE | $8,796 | $3,561+147.0% | $4,693+87.4% | $2,631+234.3% |
| Participant deferral / active EE | $20,939 | $6,636+215.5% | $7,997+161.8% | $4,212+397.2% |
| Admin fee / account holder | $3,668 | $8,568-57.2% | $13,435-72.7% | $7,344-50.1% |