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 | $155,587 | $123,793+25.7% | $177,821-12.5% | $79,858+94.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 185.12% | 22.82%+162.3pp | 48.32%+136.8pp | 31.71%+153.4pp |
| Employer contribution / active EE | $11,990 | $4,095+192.8% | $5,918+102.6% | $2,471+385.2% |
| Participant deferral / active EE | $4,783 | $5,956-19.7% | $7,714-38.0% | $3,740+27.9% |
| Admin fee / account holder | $14,916 | $7,243+106.0% | $12,427+20.0% | $5,306+181.1% |