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 | $110,574 | $35,949+207.6% | $88,538+24.9% | $65,185+69.6% |
| Participation rate | 86.7% | 56.4%+30.3pp | 68.7%+17.9pp | 70.2%+16.5pp |
| Annual return | 41.84% | 47.52%-5.7pp | 43.64%-1.8pp | 29.38%+12.5pp |
| Employer contribution / active EE | $7,152 | $1,047+583.2% | $2,098+240.9% | $2,177+228.6% |
| Participant deferral / active EE | $3,531 | $1,870+88.9% | $2,914+21.2% | $3,514+0.5% |
| Admin fee / account holder | $7,094 | $496+1330.3% | $4,310+64.6% | $847+737.5% |