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 | $207,822 | $81,248+155.8% | $155,509+33.6% | $80,856+157.0% |
| Participation rate | 87.9% | 66.2%+21.7pp | 78.2%+9.7pp | 67.6%+20.3pp |
| Annual return | 10.89% | 33.31%-22.4pp | 64.67%-53.8pp | 35.59%-24.7pp |
| Employer contribution / active EE | $8,966 | $3,100+189.2% | $4,672+91.9% | $2,755+225.4% |
| Participant deferral / active EE | $8,915 | $3,452+158.3% | $5,626+58.5% | $4,296+107.5% |
| Admin fee / account holder | $39,108 | $7,997+389.0% | $15,912+145.8% | $6,918+465.3% |