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 | $144,200 | $76,552+88.4% | $123,892+16.4% | $62,891+129.3% |
| Participation rate | 94.5% | 73.0%+21.5pp | 81.4%+13.1pp | 69.3%+25.2pp |
| Annual return | 7.42% | 18.68%-11.3pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $5,859 | $2,883+103.2% | $4,617+26.9% | $2,281+156.9% |
| Participant deferral / active EE | $8,462 | $4,840+74.8% | $5,984+41.4% | $3,203+164.2% |
| Admin fee / account holder | $10,652 | $4,826+120.7% | $8,357+27.5% | $4,296+148.0% |