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 | $189,884 | $89,355+112.5% | $141,162+34.5% | $72,985+160.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.03% | 111.85%-86.8pp | 71.39%-46.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $9,868 | $3,114+216.8% | $4,735+108.4% | $2,440+304.4% |
| Participant deferral / active EE | $11,640 | $5,418+114.8% | $6,709+73.5% | $3,607+222.7% |
| Admin fee / account holder | $1,108 | $5,958-81.4% | $10,261-89.2% | $5,124-78.4% |