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 | $187,634 | $101,317+85.2% | $146,958+27.7% | $74,495+151.9% |
| Participation rate | 99.0% | 75.5%+23.5pp | 82.2%+16.8pp | 67.2%+31.8pp |
| Annual return | 19.36% | 8730.91%-8711.5pp | 418.34%-399.0pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $4,223 | $3,810+10.8% | $4,933-14.4% | $2,623+61.0% |
| Participant deferral / active EE | $8,684 | $7,303+18.9% | $8,070+7.6% | $4,346+99.8% |
| Admin fee / account holder | $43,696 | $1,739+2412.9% | $12,998+236.2% | $1,942+2150.4% |