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 | $231,953 | $148,978+55.7% | $200,582+15.6% | $84,808+173.5% |
| Participation rate | 97.7% | 84.2%+13.4pp | 86.9%+10.8pp | 68.3%+29.4pp |
| Annual return | 18.54% | 28.16%-9.6pp | 42.33%-23.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $5,173 | $4,815+7.4% | $6,419-19.4% | $2,631+96.6% |
| Participant deferral / active EE | $11,610 | $7,142+62.6% | $9,331+24.4% | $4,212+175.7% |
| Admin fee / account holder | $60,699 | $13,977+334.3% | $16,305+272.3% | $7,344+726.5% |