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 | $149,813 | $93,571+60.1% | $135,903+10.2% | $75,163+99.3% |
| Participation rate | 93.6% | 75.2%+18.4pp | 81.9%+11.7pp | 67.2%+26.4pp |
| Annual return | 21.12% | 30.90%-9.8pp | 68.23%-47.1pp | 160.62%-139.5pp |
| Employer contribution / active EE | $4,340 | $3,537+22.7% | $4,856-10.6% | $2,670+62.6% |
| Participant deferral / active EE | $14,455 | $6,404+125.7% | $7,758+86.3% | $4,125+250.4% |
| Admin fee / account holder | $4,394 | $6,975-37.0% | $10,762-59.2% | $5,651-22.2% |