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 | $116,086 | $71,192+63.1% | $117,854-1.5% | $62,292+86.4% |
| Participation rate | 88.1% | 74.2%+13.9pp | 79.7%+8.5pp | 69.5%+18.6pp |
| Annual return | 16.72% | 18.66%-1.9pp | 335.08%-318.4pp | 28.90%-12.2pp |
| Employer contribution / active EE | $3,218 | $1,934+66.4% | $3,786-15.0% | $2,042+57.6% |
| Participant deferral / active EE | $7,868 | $3,189+146.7% | $4,482+75.5% | $3,169+148.3% |
| Admin fee / account holder | $14,306 | $587+2336.1% | $8,020+78.4% | $479+2884.5% |