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 | $160,352 | $57,281+179.9% | $86,612+85.1% | $75,163+113.3% |
| Participation rate | 94.2% | 63.2%+31.0pp | 71.7%+22.5pp | 67.2%+27.0pp |
| Annual return | 18.65% | 2670.75%-2652.1pp | 591.07%-572.4pp | 160.62%-142.0pp |
| Employer contribution / active EE | $11,479 | $2,314+396.0% | $3,022+279.8% | $2,670+329.9% |
| Participant deferral / active EE | $9,692 | $3,318+192.1% | $4,438+118.4% | $4,125+134.9% |
| Admin fee / account holder | $7,971 | $4,112+93.8% | $5,614+42.0% | $5,651+41.1% |