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 | $189,618 | $82,664+129.4% | $125,339+51.3% | $68,494+176.8% |
| Participation rate | 97.6% | 75.0%+22.6pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | 26.72% | -5.97%+32.7pp | 572.05%-545.3pp | -7.84%+34.6pp |
| Employer contribution / active EE | $7,026 | $3,381+107.8% | $4,814+46.0% | $2,596+170.6% |
| Participant deferral / active EE | $16,690 | $6,110+173.1% | $7,446+124.1% | $4,027+314.4% |
| Admin fee / account holder | $64,720 | $6,275+931.3% | $10,010+546.6% | $5,403+1097.9% |