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 | $143,243 | $91,407+56.7% | $135,903+5.4% | $71,457+100.5% |
| Participation rate | 96.8% | 75.7%+21.1pp | 81.9%+14.9pp | 67.9%+28.9pp |
| Annual return | 20.77% | 29.90%-9.1pp | 68.23%-47.5pp | 28.85%-8.1pp |
| Employer contribution / active EE | $8,271 | $3,703+123.3% | $4,856+70.3% | $2,588+219.6% |
| Participant deferral / active EE | $6,053 | $7,092-14.7% | $7,758-22.0% | $4,289+41.1% |
| Admin fee / account holder | $19,174 | $1,266+1414.8% | $10,762+78.2% | $1,587+1107.9% |