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 4-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 | $190,730 | $109,413+74.3% | $156,263+22.1% | $84,808+124.9% |
| Participation rate | 96.8% | 72.7%+24.2pp | 78.9%+17.9pp | 68.3%+28.5pp |
| Annual return | 16.38% | 20.18%-3.8pp | 59.47%-43.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,553 | $2,907-12.2% | $4,333-41.1% | $2,631-3.0% |
| Participant deferral / active EE | $9,834 | $4,590+114.3% | $6,158+59.7% | $4,212+133.5% |
| Admin fee / account holder | $14,442 | $9,357+54.4% | $14,255+1.3% | $7,344+96.7% |