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 9-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 | $153,202 | $58,208+163.2% | $81,812+87.3% | $80,856+89.5% |
| Participation rate | 97.9% | 63.4%+34.5pp | 72.3%+25.5pp | 67.6%+30.2pp |
| Annual return | 15.65% | 41.66%-26.0pp | 773.79%-758.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $10,145 | $2,340+333.5% | $2,912+248.3% | $2,755+268.3% |
| Participant deferral / active EE | $9,851 | $3,281+200.3% | $4,319+128.1% | $4,296+129.3% |
| Admin fee / account holder | $7,098 | $4,981+42.5% | $7,386-3.9% | $6,918+2.6% |