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 | $226,711 | $95,416+137.6% | $185,823+22.0% | $85,850+164.1% |
| Participation rate | 98.9% | 68.8%+30.1pp | 81.7%+17.2pp | 69.3%+29.6pp |
| Annual return | 15.45% | 23.59%-8.1pp | 122.05%-106.6pp | 318.53%-303.1pp |
| Employer contribution / active EE | $9,424 | $3,314+184.4% | $5,167+82.4% | $2,565+267.4% |
| Participant deferral / active EE | $6,214 | $3,423+81.5% | $5,568+11.6% | $3,952+57.3% |
| Admin fee / account holder | $9,704 | $7,213+34.5% | $16,237-40.2% | $6,260+55.0% |