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 | $114,618 | $98,750+16.1% | $149,696-23.4% | $79,858+43.5% |
| Participation rate | 98.1% | 75.8%+22.4pp | 82.5%+15.7pp | 69.6%+28.5pp |
| Annual return | 14.51% | 27.43%-12.9pp | 276.60%-262.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $11,731 | $3,216+264.7% | $4,644+152.6% | $2,471+374.8% |
| Participant deferral / active EE | $7,354 | $5,680+29.5% | $6,842+7.5% | $3,740+96.6% |
| Admin fee / account holder | $10,486 | $6,053+73.2% | $9,309+12.6% | $5,306+97.6% |