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 | $150,777 | $100,923+49.4% | $150,045+0.5% | $74,304+102.9% |
| Participation rate | 81.1% | 70.1%+11.0pp | 82.3%-1.2pp | 60.3%+20.7pp |
| Annual return | 30.76% | 51.77%-21.0pp | 62.55%-31.8pp | 29.43%+1.3pp |
| Employer contribution / active EE | $7,666 | $3,463+121.4% | $4,693+63.4% | $2,241+242.1% |
| Participant deferral / active EE | $10,502 | $6,709+56.5% | $7,997+31.3% | $3,767+178.8% |
| Admin fee / account holder | $6,498 | $2,767+134.8% | $13,435-51.6% | $2,969+118.9% |