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 | $169,870 | $77,899+118.1% | $149,673+13.5% | $75,163+126.0% |
| Participation rate | 97.1% | 65.6%+31.6pp | 78.8%+18.4pp | 67.2%+30.0pp |
| Annual return | 16.54% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $9,427 | $3,137+200.5% | $4,818+95.7% | $2,670+253.1% |
| Participant deferral / active EE | $8,065 | $3,411+136.5% | $5,680+42.0% | $4,125+95.5% |
| Admin fee / account holder | $28,219 | $5,956+373.8% | $13,210+113.6% | $5,651+399.4% |