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 | $188,958 | $99,957+89.0% | $149,696+26.2% | $73,488+157.1% |
| Participation rate | 95.4% | 75.7%+19.7pp | 82.5%+12.9pp | 70.7%+24.7pp |
| Annual return | 32.41% | 53.87%-21.5pp | 276.60%-244.2pp | 28.51%+3.9pp |
| Employer contribution / active EE | $8,333 | $3,191+161.1% | $4,644+79.4% | $2,270+267.1% |
| Participant deferral / active EE | $8,732 | $6,073+43.8% | $6,842+27.6% | $3,740+133.5% |
| Admin fee / account holder | $3,115 | $551+465.6% | $9,309-66.5% | $513+507.0% |