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 | $173,755 | $77,899+123.1% | $149,673+16.1% | $75,163+131.2% |
| Participation rate | 96.4% | 65.6%+30.8pp | 78.8%+17.7pp | 67.2%+29.2pp |
| Annual return | 15.04% | 31.72%-16.7pp | 134.42%-119.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $9,221 | $3,137+193.9% | $4,818+91.4% | $2,670+245.4% |
| Participant deferral / active EE | $6,131 | $3,411+79.7% | $5,680+7.9% | $4,125+48.6% |
| Admin fee / account holder | $13,574 | $5,956+127.9% | $13,210+2.8% | $5,651+140.2% |