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 | $187,342 | $93,373+100.6% | $152,466+22.9% | $85,850+118.2% |
| Participation rate | 98.8% | 70.1%+28.7pp | 78.2%+20.6pp | 69.3%+29.5pp |
| Annual return | 15.24% | 21.84%-6.6pp | 757.33%-742.1pp | 318.53%-303.3pp |
| Employer contribution / active EE | $4,805 | $2,996+60.4% | $4,327+11.1% | $2,565+87.3% |
| Participant deferral / active EE | $6,723 | $4,550+47.7% | $5,820+15.5% | $3,952+70.1% |
| Admin fee / account holder | $30,510 | $13,853+120.2% | $15,805+93.0% | $6,260+387.4% |