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 | $172,368 | $64,839+165.8% | $95,585+80.3% | $84,808+103.2% |
| Participation rate | 93.5% | 63.8%+29.7pp | 72.1%+21.4pp | 68.3%+25.2pp |
| Annual return | 15.66% | -670.96%+686.6pp | 38.56%-22.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $5,675 | $1,759+222.7% | $2,527+124.6% | $2,631+115.7% |
| Participant deferral / active EE | $8,005 | $2,965+170.0% | $4,023+99.0% | $4,212+90.1% |
| Admin fee / account holder | $1,955 | $5,964-67.2% | $6,127-68.1% | $7,344-73.4% |