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 | $176,425 | $109,881+60.6% | $150,045+17.6% | $84,808+108.0% |
| Participation rate | 86.7% | 76.1%+10.6pp | 82.3%+4.4pp | 68.3%+18.4pp |
| Annual return | 19.10% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $4,429 | $3,561+24.4% | $4,693-5.6% | $2,631+68.3% |
| Participant deferral / active EE | $11,761 | $6,636+77.2% | $7,997+47.1% | $4,212+179.3% |
| Admin fee / account holder | $11,084 | $8,568+29.4% | $13,435-17.5% | $7,344+50.9% |