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 | $203,103 | $79,944+154.1% | $98,439+106.3% | $75,163+170.2% |
| Participation rate | 98.6% | 70.4%+28.2pp | 75.2%+23.4pp | 67.2%+31.4pp |
| Annual return | 22.16% | 19.75%+2.4pp | 21.16%+1.0pp | 160.62%-138.5pp |
| Employer contribution / active EE | $6,635 | $2,264+193.1% | $3,048+117.7% | $2,670+148.5% |
| Participant deferral / active EE | $9,877 | $3,752+163.3% | $4,738+108.5% | $4,125+139.4% |
| Admin fee / account holder | $18,717 | $6,840+173.6% | $8,948+109.2% | $5,651+231.2% |