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 | $81,248+86.3% | $155,509-2.7% | $80,856+87.2% |
| Participation rate | 98.4% | 66.2%+32.2pp | 78.2%+20.2pp | 67.6%+30.7pp |
| Annual return | 14.64% | 33.31%-18.7pp | 64.67%-50.0pp | 35.59%-21.0pp |
| Employer contribution / active EE | $11,834 | $3,100+281.7% | $4,672+153.3% | $2,755+329.6% |
| Participant deferral / active EE | $8,091 | $3,452+134.4% | $5,626+43.8% | $4,296+88.3% |
| Admin fee / account holder | $6,337 | $7,997-20.8% | $15,912-60.2% | $6,918-8.4% |