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 6-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 | $147,941 | $95,416+55.0% | $185,823-20.4% | $85,850+72.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 32.88% | 23.59%+9.3pp | 122.05%-89.2pp | 318.53%-285.7pp |
| Employer contribution / active EE | $8,279 | $3,314+149.8% | $5,167+60.2% | $2,565+222.7% |
| Participant deferral / active EE | $7,038 | $3,423+105.6% | $5,568+26.4% | $3,952+78.1% |
| Admin fee / account holder | $2,201 | $7,213-69.5% | $16,237-86.4% | $6,260-64.8% |