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 | $203,343 | $98,750+105.9% | $149,696+35.8% | $79,858+154.6% |
| Participation rate | 96.3% | 75.8%+20.6pp | 82.5%+13.9pp | 69.6%+26.7pp |
| Annual return | 16.00% | 27.43%-11.4pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $4,573 | $3,216+42.2% | $4,644-1.5% | $2,471+85.1% |
| Participant deferral / active EE | $9,271 | $5,680+63.2% | $6,842+35.5% | $3,740+147.9% |
| Admin fee / account holder | $9,699 | $6,053+60.2% | $9,309+4.2% | $5,306+82.8% |