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 | $182,453 | $65,395+179.0% | $182,5320% | $72,985+150.0% |
| Participation rate | 87.0% | 65.4%+21.6pp | 78.0%+9.0pp | 69.5%+17.5pp |
| Annual return | 22.80% | 27.68%-4.9pp | 148.54%-125.7pp | 81.00%-58.2pp |
| Employer contribution / active EE | $11,272 | $1,911+489.8% | $4,076+176.5% | $2,440+362.0% |
| Participant deferral / active EE | $12,563 | $3,563+252.6% | $5,524+127.4% | $3,607+248.3% |
| Admin fee / account holder | $660 | $4,245-84.5% | $8,592-92.3% | $5,124-87.1% |