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 | $183,594 | $63,764+187.9% | $81,930+124.1% | $79,858+129.9% |
| Participation rate | 97.1% | 67.5%+29.6pp | 72.0%+25.1pp | 69.6%+27.5pp |
| Annual return | 25.08% | 22.66%+2.4pp | 29.49%-4.4pp | 31.71%-6.6pp |
| Employer contribution / active EE | $16,328 | $1,795+809.4% | $4,310+278.8% | $2,471+560.8% |
| Participant deferral / active EE | $8,421 | $2,780+202.9% | $7,107+18.5% | $3,740+125.1% |
| Admin fee / account holder | $31,543 | $4,426+612.6% | $5,158+511.5% | $5,306+494.4% |