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 | $165,844 | $57,281+189.5% | $86,612+91.5% | $75,163+120.6% |
| Participation rate | 98.7% | 63.2%+35.5pp | 71.7%+27.0pp | 67.2%+31.5pp |
| Annual return | 18.50% | 2670.75%-2652.3pp | 591.07%-572.6pp | 160.62%-142.1pp |
| Employer contribution / active EE | $7,172 | $2,314+209.9% | $3,022+137.3% | $2,670+168.6% |
| Participant deferral / active EE | $2,394 | $3,318-27.9% | $4,438-46.1% | $4,125-42.0% |
| Admin fee / account holder | $5,815 | $4,112+41.4% | $5,614+3.6% | $5,651+2.9% |