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 | $188,276 | $102,317+84.0% | $146,958+28.1% | $80,856+132.9% |
| Participation rate | 94.7% | 75.8%+18.8pp | 82.2%+12.5pp | 67.6%+27.0pp |
| Annual return | 18.83% | 134.76%-115.9pp | 418.34%-399.5pp | 35.59%-16.8pp |
| Employer contribution / active EE | $13,391 | $3,713+260.6% | $4,933+171.5% | $2,755+386.1% |
| Participant deferral / active EE | $6,305 | $6,644-5.1% | $8,070-21.9% | $4,296+46.8% |
| Admin fee / account holder | $2,715 | $7,941-65.8% | $12,998-79.1% | $6,918-60.8% |