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 | $171,885 | $60,323+184.9% | $81,812+110.1% | $74,495+130.7% |
| Participation rate | 79.8% | 62.9%+17.0pp | 72.3%+7.5pp | 67.2%+12.6pp |
| Annual return | 19.71% | 16.90%+2.8pp | 773.79%-754.1pp | 1364.94%-1345.2pp |
| Employer contribution / active EE | $2,753 | $2,620+5.1% | $2,912-5.5% | $2,623+5.0% |
| Participant deferral / active EE | $5,472 | $3,387+61.5% | $4,319+26.7% | $4,346+25.9% |
| Admin fee / account holder | $18,590 | $1,486+1151.1% | $7,386+151.7% | $1,942+857.4% |