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 3-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 | $151,332 | $81,233+86.3% | $155,567-2.7% | $80,874+87.1% |
| Participation rate | 98.4% | 66.2%+32.2pp | 78.2%+20.2pp | 67.6%+30.7pp |
| Annual return | 14.64% | 33.33%-18.7pp | 64.74%-50.1pp | 35.62%-21.0pp |
| Employer contribution / active EE | $11,834 | $3,101+281.7% | $4,674+153.2% | $2,756+329.5% |
| Participant deferral / active EE | $8,091 | $3,452+134.4% | $5,628+43.8% | $4,297+88.3% |
| Admin fee / account holder | $6,337 | $7,998-20.8% | $15,916-60.2% | $6,935-8.6% |