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 | $105,792 | $63,346+67.0% | $92,233+14.7% | $70,131+50.8% |
| Participation rate | 94.4% | 68.7%+25.7pp | 76.5%+17.9pp | 69.5%+24.8pp |
| Annual return | 13.14% | 530.12%-517.0pp | 176.28%-163.1pp | 73.14%-60.0pp |
| Employer contribution / active EE | $11,730 | $2,471+374.7% | $3,679+218.8% | $2,342+400.7% |
| Participant deferral / active EE | $6,287 | $2,854+120.3% | $3,897+61.3% | $3,332+88.7% |
| Admin fee / account holder | $6,283 | $3,840+63.6% | $5,194+21.0% | $4,645+35.3% |