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 4-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 | $111,798 | $109,881+1.7% | $150,045-25.5% | $84,808+31.8% |
| Participation rate | 92.5% | 76.1%+16.5pp | 82.3%+10.2pp | 68.3%+24.2pp |
| Annual return | 119.98% | 28.25%+91.7pp | 62.55%+57.4pp | 40.90%+79.1pp |
| Employer contribution / active EE | $7,405 | $3,561+107.9% | $4,693+57.8% | $2,631+181.5% |
| Participant deferral / active EE | $13,519 | $6,636+103.7% | $7,997+69.0% | $4,212+221.0% |
| Admin fee / account holder | $10,331 | $8,568+20.6% | $13,435-23.1% | $7,344+40.7% |