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 | $154,200 | $99,957+54.3% | $149,696+3.0% | $73,488+109.8% |
| Participation rate | 92.0% | 75.7%+16.3pp | 82.5%+9.5pp | 70.7%+21.3pp |
| Annual return | 22.43% | 53.87%-31.4pp | 276.60%-254.2pp | 28.51%-6.1pp |
| Employer contribution / active EE | $16,760 | $3,191+425.2% | $4,644+260.9% | $2,270+638.3% |
| Participant deferral / active EE | $12,310 | $6,073+102.7% | $6,842+79.9% | $3,740+229.2% |
| Admin fee / account holder | $11,045 | $551+1905.6% | $9,309+18.7% | $513+2052.7% |