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 | $93,823 | $57,281+63.8% | $86,612+8.3% | $75,163+24.8% |
| Participation rate | 95.6% | 63.2%+32.4pp | 71.7%+23.9pp | 67.2%+28.4pp |
| Annual return | 14.98% | 2670.75%-2655.8pp | 591.07%-576.1pp | 160.62%-145.6pp |
| Employer contribution / active EE | $4,726 | $2,314+104.2% | $3,022+56.4% | $2,670+77.0% |
| Participant deferral / active EE | $7,018 | $3,318+111.5% | $4,438+58.1% | $4,125+70.1% |
| Admin fee / account holder | $10,015 | $4,112+143.6% | $5,614+78.4% | $5,651+77.2% |