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 | $190,153 | $63,346+200.2% | $92,233+106.2% | $70,131+171.1% |
| Participation rate | 98.0% | 68.7%+29.3pp | 76.5%+21.5pp | 69.5%+28.4pp |
| Annual return | 20.36% | 530.12%-509.8pp | 176.28%-155.9pp | 73.14%-52.8pp |
| Employer contribution / active EE | $7,429 | $2,471+200.6% | $3,679+101.9% | $2,342+217.2% |
| Participant deferral / active EE | $7,725 | $2,854+170.7% | $3,897+98.2% | $3,332+131.9% |
| Admin fee / account holder | $1,072 | $3,840-72.1% | $5,194-79.4% | $4,645-76.9% |