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 8-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 | $84,785 | $132,049-35.8% | $200,582-57.7% | $74,304+14.1% |
| Participation rate | 96.3% | 84.1%+12.2pp | 86.9%+9.4pp | 60.3%+35.9pp |
| Annual return | 24.92% | 22.22%+2.7pp | 42.33%-17.4pp | 29.43%-4.5pp |
| Employer contribution / active EE | $6,333 | $4,558+39.0% | $6,419-1.3% | $2,241+182.6% |
| Participant deferral / active EE | $9,023 | $7,213+25.1% | $9,331-3.3% | $3,767+139.5% |
| Admin fee / account holder | $4,363 | $2,405+81.5% | $16,305-73.2% | $2,969+47.0% |