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 | $154,824 | $109,881+40.9% | $150,045+3.2% | $84,808+82.6% |
| Participation rate | 94.9% | 76.1%+18.8pp | 82.3%+12.5pp | 68.3%+26.6pp |
| Annual return | 14.57% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $4,723 | $3,561+32.6% | $4,693+0.6% | $2,631+79.5% |
| Participant deferral / active EE | $11,906 | $6,636+79.4% | $7,997+48.9% | $4,212+182.7% |
| Admin fee / account holder | $12,303 | $8,568+43.6% | $13,435-8.4% | $7,344+67.5% |