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 | $187,407 | $80,717+132.2% | $154,803+21.1% | $84,808+121.0% |
| Participation rate | 98.3% | 66.8%+31.5pp | 78.1%+20.2pp | 68.3%+30.0pp |
| Annual return | 13.58% | 37.96%-24.4pp | 58.88%-45.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $7,668 | $2,761+177.7% | $4,305+78.1% | $2,631+191.4% |
| Participant deferral / active EE | $1,594 | $3,303-51.7% | $5,540-71.2% | $4,212-62.2% |
| Admin fee / account holder | $26,094 | $6,746+286.8% | $14,329+82.1% | $7,344+255.3% |