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 | $175,328 | $98,750+77.5% | $149,696+17.1% | $79,858+119.5% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.5%+16.3pp | 69.6%+29.1pp |
| Annual return | 26.25% | 27.43%-1.2pp | 276.60%-250.3pp | 31.71%-5.5pp |
| Employer contribution / active EE | $8,990 | $3,216+179.5% | $4,644+93.6% | $2,471+263.9% |
| Participant deferral / active EE | $14,490 | $5,680+155.1% | $6,842+111.8% | $3,740+287.4% |
| Admin fee / account holder | $3,414 | $6,053-43.6% | $9,309-63.3% | $5,306-35.7% |