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 | $226,649 | $85,766+164.3% | $136,294+66.3% | $70,131+223.2% |
| Participation rate | 85.6% | 74.2%+11.4pp | 81.9%+3.6pp | 69.5%+16.0pp |
| Annual return | 17.17% | 31.45%-14.3pp | 5155.94%-5138.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $6,204 | $2,966+109.2% | $4,695+32.1% | $2,342+164.8% |
| Participant deferral / active EE | $6,465 | $5,051+28.0% | $6,247+3.5% | $3,332+94.0% |
| Admin fee / account holder | $6,015 | $5,420+11.0% | $9,243-34.9% | $4,645+29.5% |