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 | $158,267 | $77,899+103.2% | $149,673+5.7% | $75,163+110.6% |
| Participation rate | 90.7% | 65.6%+25.1pp | 78.8%+11.9pp | 67.2%+23.5pp |
| Annual return | 18.64% | 31.72%-13.1pp | 134.42%-115.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $5,565 | $3,137+77.4% | $4,818+15.5% | $2,670+108.5% |
| Participant deferral / active EE | $5,186 | $3,411+52.0% | $5,680-8.7% | $4,125+25.7% |
| Admin fee / account holder | $12,317 | $5,956+106.8% | $13,210-6.8% | $5,651+118.0% |