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 | $172,194 | $91,552+88.1% | $133,956+28.5% | $79,858+115.6% |
| Participation rate | 84.4% | 73.3%+11.0pp | 79.8%+4.5pp | 69.6%+14.7pp |
| Annual return | 113.01% | 61.85%+51.2pp | 45.09%+67.9pp | 31.71%+81.3pp |
| Employer contribution / active EE | $3,995 | $2,384+67.6% | $3,919+2.0% | $2,471+61.7% |
| Participant deferral / active EE | $11,495 | $3,733+207.9% | $5,048+127.7% | $3,740+207.4% |
| Admin fee / account holder | $7,249 | $6,321+14.7% | $8,927-18.8% | $5,306+36.6% |