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 | $146,604 | $95,803+53.0% | $113,168+29.5% | $84,808+72.9% |
| Participation rate | 92.4% | 72.9%+19.5pp | 76.6%+15.8pp | 68.3%+24.1pp |
| Annual return | 15.82% | 25.00%-9.2pp | 24.27%-8.4pp | 40.90%-25.1pp |
| Employer contribution / active EE | $10,224 | $2,360+333.2% | $2,975+243.6% | $2,631+288.6% |
| Participant deferral / active EE | $8,594 | $4,242+102.6% | $5,107+68.3% | $4,212+104.1% |
| Admin fee / account holder | $22,207 | $8,989+147.0% | $12,068+84.0% | $7,344+202.4% |