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 | $174,945 | $65,365+167.6% | $92,893+88.3% | $72,985+139.7% |
| Participation rate | 90.9% | 68.3%+22.6pp | 76.0%+14.9pp | 69.5%+21.4pp |
| Annual return | 24.05% | 42.10%-18.1pp | 109.41%-85.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $4,540 | $2,594+75.0% | $3,653+24.3% | $2,440+86.1% |
| Participant deferral / active EE | $8,945 | $3,128+186.0% | $4,236+111.2% | $3,607+148.0% |
| Admin fee / account holder | $18,803 | $4,251+342.3% | $5,794+224.5% | $5,124+266.9% |