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 | $214,864 | $61,605+248.8% | $112,229+91.5% | $75,163+185.9% |
| Participation rate | 98.8% | 61.7%+37.1pp | 72.4%+26.4pp | 67.2%+31.6pp |
| Annual return | 12.94% | 28.47%-15.5pp | 30.20%-17.3pp | 160.62%-147.7pp |
| Employer contribution / active EE | $9,715 | $2,015+382.0% | $3,430+183.2% | $2,670+263.9% |
| Participant deferral / active EE | $8,058 | $3,108+159.2% | $4,798+67.9% | $4,125+95.3% |
| Admin fee / account holder | $4,522 | $4,862-7.0% | $7,748-41.6% | $5,651-20.0% |