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 | $180,882 | $91,190+98.4% | $178,490+1.3% | $79,858+126.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.71% | 24.19%-6.5pp | 151.07%-133.4pp | 31.71%-14.0pp |
| Employer contribution / active EE | $11,714 | $3,256+259.8% | $5,011+133.8% | $2,471+374.1% |
| Participant deferral / active EE | $8,347 | $3,236+157.9% | $5,202+60.5% | $3,740+123.2% |
| Admin fee / account holder | $10,604 | $6,751+57.1% | $13,984-24.2% | $5,306+99.8% |