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 | $165,411 | $84,233+96.4% | $170,442-3.0% | $70,131+135.9% |
| Participation rate | 92.2% | 70.8%+21.4pp | 83.6%+8.6pp | 69.5%+22.7pp |
| Annual return | 13.35% | 23.06%-9.7pp | 205.93%-192.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $6,852 | $3,387+102.3% | $5,433+26.1% | $2,342+192.5% |
| Participant deferral / active EE | $5,186 | $3,086+68.1% | $4,939+5.0% | $3,332+55.7% |
| Admin fee / account holder | $27,147 | $5,698+376.4% | $13,880+95.6% | $4,645+484.4% |