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 | $212,566 | $89,355+137.9% | $141,162+50.6% | $72,985+191.2% |
| Participation rate | 91.1% | 75.1%+16.0pp | 82.5%+8.7pp | 69.5%+21.7pp |
| Annual return | 21.81% | 111.85%-90.0pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $9,124 | $3,114+193.0% | $4,735+92.7% | $2,440+274.0% |
| Participant deferral / active EE | $10,272 | $5,418+89.6% | $6,709+53.1% | $3,607+184.8% |
| Admin fee / account holder | $9,868 | $5,958+65.6% | $10,261-3.8% | $5,124+92.6% |