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 | $175,570 | $105,181+66.9% | $159,436+10.1% | $85,850+104.5% |
| Participation rate | 82.7% | 75.8%+6.9pp | 82.8%-0.2pp | 69.3%+13.3pp |
| Annual return | 13.46% | 45.07%-31.6pp | 263.57%-250.1pp | 318.53%-305.1pp |
| Employer contribution / active EE | $3,450 | $3,318+4.0% | $4,829-28.6% | $2,565+34.5% |
| Participant deferral / active EE | $8,068 | $5,945+35.7% | $7,352+9.7% | $3,952+104.2% |
| Admin fee / account holder | $9,861 | $6,933+42.2% | $10,799-8.7% | $6,260+57.5% |