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 4-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 | $175,382 | $61,605+184.7% | $112,229+56.3% | $75,163+133.3% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 24.80% | 28.47%-3.7pp | 30.20%-5.4pp | 160.62%-135.8pp |
| Employer contribution / active EE | $9,380 | $2,015+365.4% | $3,430+173.4% | $2,670+251.3% |
| Participant deferral / active EE | $6,818 | $3,108+119.3% | $4,798+42.1% | $4,125+65.3% |
| Admin fee / account holder | $6,694 | $4,862+37.7% | $7,748-13.6% | $5,651+18.5% |