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 | $182,804 | $79,171+130.9% | $102,423+78.5% | $74,495+145.4% |
| Participation rate | 73.1% | 74.8%-1.7pp | 76.5%-3.3pp | 67.2%+5.9pp |
| Annual return | 16.86% | 54.93%-38.1pp | 29.32%-12.5pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $1,292 | $2,362-45.3% | $3,023-57.3% | $2,623-50.8% |
| Participant deferral / active EE | $5,340 | $4,415+20.9% | $5,053+5.7% | $4,346+22.9% |
| Admin fee / account holder | $16,269 | $2,001+713.2% | $9,451+72.1% | $1,942+737.9% |