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 | $234,311 | $77,634+201.8% | $156,549+49.7% | $62,891+272.6% |
| Participation rate | 96.9% | 71.2%+25.7pp | 84.0%+12.9pp | 69.3%+27.6pp |
| Annual return | 12.11% | 50.32%-38.2pp | 32.23%-20.1pp | 20.14%-8.0pp |
| Employer contribution / active EE | $14,073 | $3,444+308.7% | $5,501+155.8% | $2,281+517.0% |
| Participant deferral / active EE | $9,029 | $3,045+196.5% | $4,871+85.4% | $3,203+181.9% |
| Admin fee / account holder | $7,568 | $5,561+36.1% | $13,027-41.9% | $4,296+76.2% |