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 9-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 | $193,528 | $142,424+35.9% | $100,534+92.5% | $74,304+160.5% |
| Participation rate | 98.0% | 79.6%+18.4pp | 80.6%+17.4pp | 60.3%+37.7pp |
| Annual return | 23.14% | 27.53%-4.4pp | 32.66%-9.5pp | 29.43%-6.3pp |
| Employer contribution / active EE | $6,215 | $5,555+11.9% | $4,346+43.0% | $2,241+177.3% |
| Participant deferral / active EE | $0 | $8,247-100.0% | $6,144-100.0% | $3,767-100.0% |
| Admin fee / account holder | $1,366 | $1,986-31.2% | $7,654-82.1% | $2,969-54.0% |